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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY3 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $74,302 |
KEY BANK NATIONAL ASSOCIATION5+ years Service code 13 · EIN 34-1784820 | Contract Administrator | $25,782 |
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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 | $17,871-100.0% | $189,344-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.4%-30.4pp | 13.0%-13.0pp |
| Annual return | 14.10% | 8.67%+5.4pp | 11.02%+3.1pp | 13.59%+0.5pp |
| Employer contribution / active EE | $10,405 | $9,810+6.1% | $33,824-69.2% | $14,592-28.7% |
| Participant deferral / active EE | $0 | $161-100.0% | $418-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $4,226-100.0% | $4,088-100.0% | $29,657-100.0% |