Filed November 10, 2010
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 |
|---|---|---|
FINDLEY3 years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 | Actuarial | $90,852 |
FUND DIRECT ADVISORS4+ years Filed as: FUND EVALUATION GROUP Service code 27 201 E 5TH ST #1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $25,000 |
JOHNSON BANK4+ years Filed as: JOHNSON INVESTMENT CO. Service code 27 · EIN 31-1801770 | Advisory (Plan) | $20,900 |
THOMPSON HINE2 years Service code 29 · EIN 34-0575300 | Legal | $15,988 |
US BANK4+ years Service code 13 · EIN 41-6271370 | Contract Administrator | $10,231 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $9,500 |
USI CONSULTING GROUP3 years Filed as: USI INSURANCE SERVICES Service code 17 312 ELM ST #2200 · CINCINNATI, OH 45202 | Pension Consulting | $8,450 |
Filed as: CLEAR ARC CAPITAL Service code 17 580 WALNUT ST · CINCINNATI, OH 45202 | Pension Consulting | $8,365 |
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 27 303 BROADWAY #1200 · CINCINNATI, OH 45202 | Advisory (Plan) | $7,757 |
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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.
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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -7.99% | -1.32%-6.7pp | -0.67%-7.3pp | 10.56%-18.6pp |
| Employer contribution / active EE | $66,819 | $18,687+257.6% | $31,731+110.6% | $13,643+389.8% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |