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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK1 year Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $36,575 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATION Service code 14 · EIN 31-1219231 205 WEST FOURTH STREET, SUITE 225 · CINCINNATI, OH 45202 | Plan Administrator | $28,885 |
THE BOGDAHN GROUP2+ years Filed as: THE BOGDAHN GROUP LLC Service code 28 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Investment Management | $22,500 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 28 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Investment Management | $17,993 |
ASCENSUS LLC2+ years Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $13,395 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 720 E PETE ROSE WAY STE 100 · CINCINNATI, OH 45202 | Accounting | $11,500 |
US BANK1 year Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $6,473 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 8.33% | 9.14%-0.8pp | 8.32%0pp | 10.41%-2.1pp |
| Employer contribution / active EE | $5,608 | $9,384-40.2% | $30,793-81.8% | $14,691-61.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |