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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO2+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $15,828 |
NORTHWESTERN OHIO ADMINISTRATORS2+ years Service code 15 · EIN 34-1337680 | Recordkeeping | $11,921 |
WHITINGER & COMPANY LLC1 year Service code 10 · EIN 35-0905017 | Accounting | $8,500 |
Filed as: EPIC ADVISORS Service code 15 · EIN 16-1450952 | Recordkeeping | $7,568 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALLOTA, FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $5,328 |
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 | $12,175 | $57,921-79.0% | $84,753-85.6% | $57,658-78.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.82% | 10.24%-5.4pp | 22.78%-18.0pp | 5.13%-0.3pp |
| Employer contribution / active EE | $3,815 | $2,598+46.8% | $3,574+6.7% | $1,974+93.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $153 | $130+17.9% | $5,333-97.1% | $95+61.7% |