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| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS4+ years Filed as: THE ASSET ADVISORY GROUP, INC. Service code 27 9200 MONTGOMERY ROAD · CINCINNATI, OH 45242 | Advisory (Plan) | $36,666 |
CUNI, RUST & STRENK3 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $23,525 |
MATRIX TRUST COMPANY3 years Service code 21 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $3,682 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -8.04% | -5.34%-2.7pp | 12.68%-20.7pp | -82.66%+74.6pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |