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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO3+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $14,122 |
Filed as: EPIC ADVISORS, INC Service code 15 · EIN 16-1450952 | Recordkeeping | $13,314 |
WHITINGER & COMPANY LLC2 years Service code 10 · EIN 35-0905017 | Accounting | $8,800 |
NORTHWESTERN OHIO ADMINISTRATORS3+ years Service code 15 · EIN 34-1337680 | Recordkeeping | $8,608 |
ALLOTTA FARLEY CO LPA2 years Filed as: ALLOTA, FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $6,444 |
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 | $17,672 | $60,545-70.8% | $92,240-80.8% | $69,631-74.6% |
| Participation rate | 95.8% | 72.2%+23.6pp | 76.5%+19.3pp | 70.7%+25.1pp |
| Annual return | 14.39% | 19.71%-5.3pp | 176.29%-161.9pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $2,361 | $2,633-10.3% | $3,680-35.8% | $2,032+16.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $222 | $145+53.4% | $5,194-95.7% | $110+101.1% |