Filed October 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY3+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $42,276 |
KEY TRUST CO OF OHIO NA3+ years Service code 10 · EIN 34-6798132 | Accounting | $8,249 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 10.60% | 11.00%-0.4pp | 9.39%+1.2pp | 10.41%+0.2pp |
| Employer contribution / active EE | $15,625 | $16,132-3.1% | $33,466-53.3% | $14,691+6.4% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |