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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $15,950 |
COMSTOCK ADVISORS2 years Filed as: COMSTOCK Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Direct ... | $6,089 |
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 | $91,456 | $76,371+19.8% | $93,621-2.3% | $72,975+25.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -2.55% | 25.82%-28.4pp | 32.76%-35.3pp | 81.01%-83.6pp |
| Employer contribution / active EE | $15,410 | $2,276+577.2% | $2,719+466.8% | $2,440+531.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $203 | $6,839-97.0% | $7,890-97.4% | $5,124-96.0% |