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| Provider | Service type | Compensation |
|---|---|---|
CRS INC1+ years Filed as: CRS Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $37,875 |
STONER & ASSOCIATES1+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET, SUITE 225 · CINCINNATI, OH 45202 | Contract Administrator | $29,331 |
ASCENSUS LLC1+ years Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $16,728 |
THE BOGDAHN GROUP1+ years Filed as: THE BOGDAHN GROUP LLC Service code 28 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Investment Management | $7,500 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS & HECKER, CPA'S LLP Service code 10 1210 MEADOW BRIDGE DRIVE · DAYTON, OH 45434 | Accounting | $6,200 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -4.21% | 3.12%-7.3pp | 4.16%-8.4pp | 4.56%-8.8pp |
| Employer contribution / active EE | $4,838 | $10,957-55.8% | $29,966-83.9% | $15,526-68.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |