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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-0329926 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Recordkeeping | $28,861 |
CUNI, RUST & STRENK3+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4540 COOPER RD SUITE 304 · CINCINNATI, OH 45242 | Actuarial | $22,460 |
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL GRYANT & HAMILL Service code 27 · EIN 41-1788385 540 WEST MADISON ST SUITE 1900 · CHICAGO, IL 60661 | Advisory (Plan) | $20,783 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SO., STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $16,000 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $11,111 |
SOPER SOPER & WEINEL, LLP3+ years Service code 10 · EIN 31-1222293 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Accounting | $9,250 |
MANNING & NAPIER2 years Service code 27 · EIN 45-3328488 PO BOX 925 · FAIRPORT, NY 14450 | Advisory (Plan) | $6,228 |
US BANK3+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 1555 N. RIVERCENTER DR. STE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $5,096 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 13.18% | 10.78%+2.4pp | 8.93%+4.2pp | 13.95%-0.8pp |
| Employer contribution / active EE | $4,952 | $10,694-53.7% | $43,470-88.6% | $16,598-70.2% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |