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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 13 · EIN 34-1213174 ONE SEAGATE · TOLEDO, OH 43604 | Contract Administrator | $17,487 |
ANDERS MINKLER HUBER & HELM LLP5+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $9,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK ADVISORY GROUP, LLC Service code 16 15100 GEBRON DRIVE · AUSTIN, TX 787346304 | Consulting | $5,780 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,356 | $98,982-61.2% | $162,177-76.3% | $65,185-41.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 11.88% | 24.84%-13.0pp | 115.60%-103.7pp | 29.38%-17.5pp |
| Employer contribution / active EE | $2,462 | $3,467-29.0% | $5,613-56.1% | $2,177+13.1% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $133 | $596-77.7% | $10,843-98.8% | $847-84.3% |