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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES Service code 13 · EIN 34-1213174 | Contract Administrator | $6,335 |
MEEDER FINANCIAL1+ years Service code 27 · EIN 31-1188077 | Advisory (Plan) | $4,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,453 | $46,745-79.8% | $60,547-84.4% | $52,331-81.9% |
| Participation rate | 44.3% | 58.6%-14.3pp | 68.0%-23.7pp | 68.1%-23.8pp |
| Annual return | -2.32% | 0.61%-2.9pp | 335.64%-338.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $528 | $1,259-58.0% | $2,419-78.2% | $1,882-71.9% |
| Participant deferral / active EE | $954 | $2,145-55.5% | $3,328-71.3% | $3,022-68.4% |
| Admin fee / account holder | $65 | $537-87.8% | $4,536-98.6% | $592-88.9% |