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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK2 years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $39,950 |
HEALTHSCOPE BENEFITS2 years Filed as: HEALTHSCOPE BENEFITS INC Service code 14 · EIN 71-0847266 | Plan Administrator | $24,880 |
ASCENSUS LLC5+ years Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKET PLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $22,730 |
Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 720 E PETE ROSE WAY, SUITE 100 · CINCINNATI, OH 45202 | Accounting | $19,930 |
ANDCOCONSULTING LLC3 years Service code 28 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Investment Management | $15,000 |
US BANK4 years Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $4,593 |
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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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 4.24% | 9.38%-5.1pp | 8.01%-3.8pp | 9.29%-5.0pp |
| Employer contribution / active EE | $9,404 | $9,605-2.1% | $29,475-68.1% | $15,168-38.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |