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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO10+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $39,731 |
NORTHWESTERN OHIO ADMINISTRATORS10+ years Service code 15 · EIN 34-1337680 | Recordkeeping | $14,258 |
WHITINGER & COMPANY LLC9 years Service code 10 · EIN 35-0905017 | Accounting | $12,750 |
ALLOTTA FARLEY CO LPA9 years Filed as: ALLOTA, FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $11,207 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $8,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,790 | $80,781-48.3% | $102,437-59.2% | $74,478-43.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.11% | 27.58%-16.5pp | 24.95%-13.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $8,296 | $3,160+162.5% | $3,871+114.3% | $2,626+215.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $385 | $2,372-83.8% | $8,388-95.4% | $1,946-80.2% |