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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY3 years Filed as: FINDLEY, INC. Service code 13 · EIN 34-1213174 | Contract Administrator | $40,029 |
MATHER & CO., CPAS, LLC5+ years Service code 10 · EIN 61-1210177 | Accounting | $12,300 |
MICHAEL SHIELDS5+ years Service code 20 · EIN 40-2660807 | Trustee (individual) | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,674 | $47,456-35.4% | $172,753-82.2% | $77,775-60.6% |
| Participation rate | 82.8% | 66.3%+16.5pp | 82.6%+0.2pp | 73.2%+9.6pp |
| Annual return | 15.13% | 35.57%-20.4pp | 803.00%-787.9pp | 32.58%-17.5pp |
| Employer contribution / active EE | $1,018 | $1,574-35.3% | $5,144-80.2% | $2,504-59.3% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $43 | $81-46.2% | $13,956-99.7% | $100-56.6% |