Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-0329926 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Recordkeeping | $49,398 |
CUNI, RUST & STRENK9+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4540 COOPER RD SUITE 304 · CINCINNATI, OH 45242 | Actuarial | $38,250 |
STANDARD VALUATIONS9+ years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SO., STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $17,313 |
Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 150 E 4TH ST · CINCINNATI, OH 45202 | Accounting | $17,000 |
ASCENSUS LLC8 years Filed as: LEDBETTER PARISI SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $12,066 |
SOPER SOPER & WEINEL, LLP9+ years Service code 10 · EIN 31-1222293 35 E 7TH STREET SUITE 501 · CINCINNATI, OH 45202 | Accounting | $11,500 |
US BANK9+ years Filed as: US BANK NA Service code 19 · EIN 31-0841368 1555 N. RIVERCENTER DR. STE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $7,854 |
MANNING & NAPIER8 years Service code 27 · EIN 45-3328488 PO BOX 925 · FAIRPORT, NY 14450 | Advisory (Plan) | $5,762 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 333 WEST 34TH ST · NEW YORK, NY 100012402 | Insurance Broker | $5,495 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $9,556,684-100.0% | $339,002-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 2.4%-2.4pp |
| Annual return | 12.54% | 15.11%-2.6pp | 12.78%-0.2pp | 22.81%-10.3pp |
| Employer contribution / active EE | $6,617 | $12,021-45.0% | $44,816-85.2% | $18,290-63.8% |
| Participant deferral / active EE | $0 | $52-100.0% | $33-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,002-100.0% | $85,222-100.0% |