Filed May 20, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST, & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $39,580 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 | Float revenue; Recordkeeping and info... | $14,731 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 401 PENNSYLVANIA PARKWAY · INDIANAPOLIS, IN 46280 | Advisory (Plan) | $12,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $104,795-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 50.0%-50.0pp | 11.2%-11.2pp |
| Annual return | 6.28% | 9.01%-2.7pp | 12.12%-5.8pp | 9.01%-2.7pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $33,582-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $0-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $130-100.0% | $4,785-100.0% |