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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $20,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,804 | $36,916-62.6% | $156,551-91.2% | $57,658-76.1% |
| Participation rate | 62.9% | 63.4%-0.6pp | 84.0%-21.1pp | 70.2%-7.3pp |
| Annual return | 7.65% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,481 | $1,571-5.7% | $5,501-73.1% | $1,974-24.9% |
| Participant deferral / active EE | $531 | $1,926-72.4% | $4,871-89.1% | $3,061-82.6% |
| Admin fee / account holder | $62 | $82-25.2% | $13,028-99.5% | $95-34.8% |