Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKET PLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $35,158 |
CUNI, RUST & STRENK1 year Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $29,825 |
Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 720 E PETE ROSE WAY, SUITE 100 · CINCINNATI, OH 45202 | Accounting | $24,507 |
HEALTHSCOPE BENEFITS1 year Filed as: HEALTHSCOPE BENEFITS INC Service code 14 · EIN 71-0847266 | Plan Administrator | $16,587 |
ANDCOCONSULTING LLC2 years Service code 28 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Investment Management | $15,000 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BENEFIT CORPORATION Service code 14 · EIN 31-1219231 205 WEST FOURTH STREET, SUITE 225 · CINCINNATI, OH 45202 | Plan Administrator | $9,200 |
US BANK3 years Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $8,057 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | -2.72% | 10.76%-13.5pp | 10.56%-13.3pp | 13.59%-16.3pp |
| Employer contribution / active EE | $5,416 | $10,184-46.8% | $30,197-82.1% | $14,592-62.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |