Filed October 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $22,936 |
KEY TRUST CO OF OHIO NA1+ years Service code 10 · EIN 34-6798132 | Accounting | $8,394 |
MEADEN & MOORE, LTD.1+ years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $7,000 |
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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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -3.01% | -0.85%-2.2pp | -1.08%-1.9pp | -7.14%+4.1pp |
| Employer contribution / active EE | $7,778 | $14,391-46.0% | $35,779-78.3% | $14,613-46.8% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |