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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC CAPITAL MANAGEMENT Service code 19 · EIN 36-4268991 720 E BUTTERFIELD RD 360 · LOMBARD, IL 60148 | Securities Custodian | $38,677 |
STEWART C. MILLER & CO., INC.1+ years Service code 14 · EIN 35-1820020 212 CROWN POINT PLACE 102 · CINCINNATI, OH 45241 | Plan Administrator | $28,500 |
CUNI, RUST & STRENK1+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $23,642 |
ASCENSUS LLC1+ years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $10,810 |
MOSIER & ASSOCIATES CPAS INC1+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · CENTERVILLE, OH 45458 | Accounting | $9,440 |
Service code 19 · EIN 31-1051736 600 SUPERIOR AVE · CLEVELAND, OH 44114 | Securities Custodian | $4,596 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -2.27% | 3.12%-5.4pp | 4.16%-6.4pp | 4.56%-6.8pp |
| Employer contribution / active EE | $7,258 | $10,957-33.8% | $29,966-75.8% | $15,526-53.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |