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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $65,448 |
ROBERT J. DIEMER, CPA, CFP2+ years Service code 10 · EIN 38-3235466 | Accounting | $7,500 |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 8.64% | 11.16%-2.5pp | 10.36%-1.7pp | 10.41%-1.8pp |
| Employer contribution / active EE | $24,632 | $16,610+48.3% | $37,738-34.7% | $14,691+67.7% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |