Filed June 18, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 | Actuarial | $82,330 |
Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $78,669 |
Filed as: KEY BANK INSTITUTIONAL ASSET SERV. Service code 27 100 PUBLIC SQUARE · CLEVELAND, OH 44113 | Advisory (Plan) | $22,952 |
Filed as: PROMEDICA HEALTH SYSTEMS Service code 21 1801 RICHARDS RD · TOLEDO, OH 43607 | Bank Trustee | $17,715 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 1.06% | 5.09%-4.0pp | 5.00%-3.9pp | 7.18%-6.1pp |
| Employer contribution / active EE | $4,145 | $7,393-43.9% | $35,918-88.5% | $13,095-68.3% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |