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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 06-1053228 | Actuarial | $49,850 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,750 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,400 |
HUNTINGTON NATIONAL BANK4 years Filed as: HUNTINGTON Service code 21 · EIN 31-0966785 | Bank Trustee | $9,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 5.29% | 20.91%-15.6pp | 793.01%-787.7pp | 627.08%-621.8pp |
| Employer contribution / active EE | $1,433 | $11,580-87.6% | $27,004-94.7% | $18,824-92.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |