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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $16,554 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,350 | $46,173-71.1% | $170,435-92.2% | $69,631-80.8% |
| Participation rate | 90.3% | 63.9%+26.4pp | 83.6%+6.7pp | 70.7%+19.6pp |
| Annual return | 17.25% | 21.62%-4.4pp | 205.94%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,193 | $1,610-25.9% | $5,432-78.0% | $2,032-41.3% |
| Participant deferral / active EE | $448 | $2,080-78.5% | $4,939-90.9% | $3,224-86.1% |
| Admin fee / account holder | $47 | $116-59.9% | $13,881-99.7% | $110-57.9% |