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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7+ years Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKET PLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $54,534 |
CUNI, RUST & STRENK4 years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $36,050 |
HEALTHSCOPE BENEFITS4 years Filed as: HEALTHSCOPE BENEFITS INC Service code 14 · EIN 71-0847266 | Plan Administrator | $29,759 |
Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 813 WEST SECOND STREET · SEYMOUR, IN 47274 | Accounting | $21,910 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 28 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Investment Management | $15,000 |
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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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -8.79% | -4.92%-3.9pp | -5.84%-2.9pp | -5.25%-3.5pp |
| Employer contribution / active EE | $6,150 | $10,994-44.1% | $31,839-80.7% | $15,161-59.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |