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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO6+ years Filed as: THE TRUST COMPANY OF TOLEDO Service code 21 · EIN 34-1661757 | Bank Trustee | $31,337 |
NORTHWESTERN OHIO ADMINISTRATORS6+ years Service code 15 · EIN 34-1337680 | Recordkeeping | $19,082 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $18,442 |
ALLOTTA FARLEY CO LPA5 years Filed as: ALLOTA, FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $12,195 |
WHITINGER & COMPANY LLC5 years Service code 10 · EIN 35-0905017 | Accounting | $9,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,072 | $91,517-82.4% | $101,264-84.1% | $73,412-78.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.49% | 17.17%-3.7pp | 46.48%-33.0pp | 59.30%-45.8pp |
| Employer contribution / active EE | $3,803 | $2,877+32.2% | $3,660+3.9% | $2,234+70.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $208 | $216-3.5% | $5,947-96.5% | $158+32.0% |