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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $11,391 |
Service code 99 27947 GROESBECK HWY · ROSEVILLE, MI 48066 | Other Fees | $7,191 |
FINDLEY1 year Filed as: FINDLEY DAVIES, INC. Service code 13 ONE SEAGATE STE 2050 · TOLEDO, OH 43604 | Contract Administrator | $3,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,455 | $28,416-31.5% | $73,550-73.5% | $69,631-72.1% |
| Participation rate | 46.1% | 38.3%+7.7pp | 54.9%-8.9pp | 70.7%-24.6pp |
| Annual return | 15.96% | -694.13%+710.1pp | -15.16%+31.1pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $173 | $897-80.7% | $1,804-90.4% | $3,224-94.6% |
| Admin fee / account holder | $91 | $104-13.3% | $2,320-96.1% | $110-18.0% |