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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 34-1337680 | Plan Administrator | $20,080 |
TRUST COMPANY OF TOLEDO1 year Filed as: THE TRUST COMPANY OF TOLEDO Service code 19 · EIN 34-1661757 | Securities Custodian | $15,646 |
Service code 10 · EIN 31-0800053 | Accounting | $10,500 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALOTTA FARLEY LLP Service code 29 · EIN 34-1316963 | Legal | $8,484 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,152 | $82,979-96.2% | $102,412-96.9% | $77,736-95.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.40% | 19.11%-3.7pp | 24.94%-9.5pp | 31.26%-15.9pp |
| Employer contribution / active EE | $2,400 | $3,554-32.5% | $3,870-38.0% | $2,728-12.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $32 | $639-95.0% | $8,388-99.6% | $433-92.6% |