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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK2 years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $30,350 |
ASCENSUS LLC3+ years Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $29,879 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BENEFIT CORPORATION Service code 14 · EIN 31-1219231 205 WEST FOURTH STREET, SUITE 225 · CINCINNATI, OH 45202 | Plan Administrator | $27,600 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 720 E PETE ROSE WAY STE 100 · CINCINNATI, OH 45202 | Accounting | $20,343 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 28 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Investment Management | $16,153 |
ANDCOCONSULTING LLC1 year Service code 28 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Investment Management | $15,000 |
US BANK2 years Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $8,901 |
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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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | 6.07% | -2.92%+9.0pp | -752.26%+758.3pp | 10.56%-4.5pp |
| Employer contribution / active EE | $6,644 | $9,485-29.9% | $31,802-79.1% | $13,643-51.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |