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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $33,120 |
Service code 29 · EIN 61-1111059 | Legal | $27,949 |
MICHAEL SHIELDS3+ years Service code 20 · EIN 40-2660807 | Trustee (individual) | $17,500 |
MATHER & CO., CPAS, LLC3+ years Service code 10 · EIN 61-1210177 | Accounting | $10,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,935 | $46,173-9.2% | $170,435-75.4% | $69,631-39.8% |
| Participation rate | 92.9% | 63.9%+29.0pp | 83.6%+9.3pp | 70.7%+22.2pp |
| Annual return | 6.84% | 21.62%-14.8pp | 205.94%-199.1pp | 27571.02%-27564.2pp |
| Employer contribution / active EE | $1,826 | $1,610+13.4% | $5,432-66.4% | $2,032-10.1% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $100 | $116-13.8% | $13,881-99.3% | $110-9.5% |