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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $24,029 |
KEY BANK NATIONAL ASSOCIATION1+ years Service code 21 · EIN 34-1974250 | Bank Trustee | $6,952 |
COHEN & COMPANY1+ years Filed as: COHEN & CO. Service code 10 · EIN 34-1912961 | Accounting | $6,500 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $50,327-100.0% | $313,292-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.7%-35.7pp | 15.7%-15.7pp |
| Annual return | -3.06% | -2.27%-0.8pp | -2.79%-0.3pp | -7.14%+4.1pp |
| Employer contribution / active EE | $0 | $13,002-100.0% | $39,327-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $15,115-100.0% | $1,191-100.0% |