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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK7 years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $45,988 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS Service code 29 · EIN 03-0599899 5078 WOOSTER RD STE 400 · CINCINNATI, OH 45226 | Legal | $31,556 |
UMR3 years Service code 14 · EIN 39-1995276 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $26,223 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 80-0861455 5000 ROCKSIDE RD STE 320 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $20,000 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $13,000 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Investment Management | $10,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Broker | $7,557 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $82,130-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 11.2%-11.2pp |
| Annual return | 8.03% | 16.16%-8.1pp | 8.99%-1.0pp | 9.01%-1.0pp |
| Employer contribution / active EE | $6,796 | $9,873-31.2% | $25,171-73.0% | $12,866-47.2% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $1,134-100.0% | $4,785-100.0% |