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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 1300 EAST NINTH STREET, SUITE 850 · CLEVELAND, OH 44114 | Actuarial | $26,946 |
HARRIS2+ years Filed as: HARRIS ASSOCIATES, LP Service code 20 · EIN 04-3276558 TWO NORTH LASALLE STREET, SUITE 500 · CHICAGO, IL 60602 | Trustee (individual) | $21,290 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 26 · EIN 13-4994650 1300 EAST NINTH STREET, SUITE 1300 · CLEVELAND, OH 44114 | Advisory (Participants) | $8,784 |
MALONEY & NOVOTNY LLC2+ years Filed as: MALONEY & NOVOTNY, LLC Service code 10 · EIN 34-0677006 4774 MUNSON STREET NW, SUITE 402 · CANTON, OH 44718 | Accounting | $8,025 |
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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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 6.93% | 4.69%+2.2pp | 5.44%+1.5pp | 4.56%+2.4pp |
| Employer contribution / active EE | $2,605 | $15,631-83.3% | $25,481-89.8% | $15,526-83.2% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |