Filed February 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $36,388 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,730 | $64,909+141.5% | $82,313+90.4% | $62,292+151.6% |
| Participation rate | 97.3% | 74.9%+22.4pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 30.87% | 21.18%+9.7pp | 25.88%+5.0pp | 28.90%+2.0pp |
| Employer contribution / active EE | $4,272 | $1,676+154.9% | $2,428+75.9% | $2,042+109.2% |
| Participant deferral / active EE | $5,794 | $3,103+86.7% | $3,706+56.3% | $3,169+82.8% |
| Admin fee / account holder | $194 | $440-55.9% | $5,608-96.5% | $479-59.5% |