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| Provider | Service type | Compensation |
|---|---|---|
CINCINNATI STAGE EMPLOYEES LOCAL 510+ years Service code 15 · EIN 31-0329926 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Recordkeeping | $51,903 |
CUNI, RUST & STRENK10+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4540 COOPER RD SUITE 304 · CINCINNATI, OH 45242 | Actuarial | $41,425 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SO., STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $18,064 |
Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 150 E 4TH ST · CINCINNATI, OH 45202 | Accounting | $18,000 |
US BANK10+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 1555 N. RIVERCENTER DR. STE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $10,719 |
SOPER SOPER & WEINEL, LLP10+ years Service code 10 · EIN 31-1222293 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Accounting | $9,675 |
ASCENSUS LLC9 years Filed as: LEDBETTER PARISI SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $8,493 |
MANNING & NAPIER9 years Service code 27 · EIN 45-3328488 PO BOX 925 · FAIRPORT, NY 14450 | Advisory (Plan) | $6,065 |
FRSECURE1 year Filed as: FRSECURE LLC Service code 15 6550 YORK AVE S 500 · EDINA, MN 55435 | Recordkeeping | $5,865 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 333 WEST 34TH ST · NEW YORK, NY 100012402 | Insurance Broker | $5,342 |
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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 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | 12.53% | 5.59%+6.9pp | 8.41%+4.1pp | 7.65%+4.9pp |
| Employer contribution / active EE | $6,679 | $10,158-34.3% | $41,333-83.8% | $20,582-67.6% |
| Participant deferral / active EE | $0 | $222-100.0% | $40-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |