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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $26,058 |
DAVID ROMANO1 year Filed as: DAVID SMITH Service code 20 300 WEST VINE STREET · LEXINGTON, KY 40507 | Trustee (individual) | $10,500 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $6,020 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $4,065 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 13.16% | 22.74%-9.6pp | 16.78%-3.6pp | 13.95%-0.8pp |
| Employer contribution / active EE | $1,759 | $16,157-89.1% | $26,328-93.3% | $16,598-89.4% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |