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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-0329926 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Recordkeeping | $29,683 |
CUNI, RUST & STRENK5+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4540 COOPER RD SUITE 304 · CINCINNATI, OH 45242 | Actuarial | $18,425 |
STANDARD VALUATIONS5+ 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 LLC4 years Filed as: LEDBETTER PARISI SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $12,580 |
SOPER SOPER & WEINEL, LLP5+ years Service code 10 · EIN 31-1222293 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Accounting | $9,875 |
US BANK5+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 1555 N. RIVERCENTER DR. STE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $7,448 |
MANNING & NAPIER4 years Service code 27 · EIN 45-3328488 PO BOX 925 · FAIRPORT, NY 14450 | Advisory (Plan) | $6,950 |
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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 | $46,244-100.0% | $179,713-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.2%-31.2pp | 2.8%-2.8pp |
| Annual return | 20.80% | 12.99%+7.8pp | 8.22%+12.6pp | 16.32%+4.5pp |
| Employer contribution / active EE | $5,666 | $9,929-42.9% | $46,636-87.8% | $17,007-66.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,719-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,392-100.0% | $127-100.0% |