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| Provider | Service type | Compensation |
|---|---|---|
NORTHWESTERN OHIO ADMINISTRATORS1+ years Service code 15 · EIN 34-1337680 | Recordkeeping | $45,549 |
TRUST COMPANY OF TOLEDO1+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $12,063 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,999 | $50,498-78.2% | $75,784-85.5% | $55,191-80.1% |
| Participation rate | 92.9% | 69.4%+23.4pp | 75.8%+17.0pp | 69.2%+23.7pp |
| Annual return | -0.82% | 1.80%-2.6pp | 9.68%-10.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $3,241 | $2,291+41.5% | $3,323-2.5% | $1,899+70.7% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $150 | $123+22.0% | $5,300-97.2% | $91+65.4% |