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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-0329926 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Recordkeeping | $28,792 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL GRYANT & HAMILL Service code 27 · EIN 41-1788385 540 WEST MADISON ST SUITE 1900 · CHICAGO, IL 60661 | Advisory (Plan) | $15,685 |
CUNI, RUST & STRENK2+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4540 COOPER RD SUITE 304 · CINCINNATI, OH 45242 | Actuarial | $15,625 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SO., STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $15,000 |
TRADITION CAPITAL MANAGEMENT2+ years Filed as: TRADITION CAPITAL MANAGEMENT LLC Service code 27 · EIN 22-3760945 129 SUMMIT AVENUE · SUMMIT, NJ 07901 | Advisory (Plan) | $6,949 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $6,359 |
MANNING & NAPIER1 year Service code 27 · EIN 45-3328488 PO BOX 925 · FAIRPORT, NY 14450 | Advisory (Plan) | $6,165 |
US BANK2+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 1555 N. RIVERCENTER DR. STE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $4,601 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 5.50% | 4.65%+0.8pp | 4.07%+1.4pp | 11.88%-6.4pp |
| Employer contribution / active EE | $4,648 | $13,858-66.5% | $45,149-89.7% | $14,612-68.2% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |