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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Service code 11 · EIN 34-1213174 | Actuarial | $27,675 |
Filed as: CAPFINANCIAL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,390 |
HUNTINGTON NATIONAL BANK2 years Filed as: HUNTINGTON Service code 21 · EIN 31-0966785 | Bank Trustee | $9,489 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $9,344 |
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Employer 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 | $0 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | 4.28% | 13.30%-9.0pp | 4.36%-0.1pp | -0.69%+5.0pp |
| Employer contribution / active EE | $1,421 | $10,363-86.3% | $27,383-94.8% | $16,786-91.5% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |