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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 50 · EIN 36-4268991 720 E BUTTERFIELD RD 320 · LOMBARD, IL 60148 | Direct Payment | $38,254 |
HEALTHSCOPE BENEFITS2 years Filed as: HEALTHSCOPE BENEFITS INC Service code 14 · EIN 71-0847266 PO BOX 50440 · INDIANAPOLIS, IN 46250 | Plan Administrator | $24,708 |
CUNI, RUST & STRENK3+ years Service code 50 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Direct Payment | $19,154 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70 RHOADS CENTER DR STE B · CENTERVILLE, OH 45458 | Legal | $10,110 |
MOSIER & ASSOCIATES CPAS INC3+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · CENTERVILLE, OH 45458 | Accounting | $9,021 |
Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $4,594 |
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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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | 5.71% | -2.92%+8.6pp | -752.26%+758.0pp | 10.56%-4.9pp |
| Employer contribution / active EE | $8,758 | $9,485-7.7% | $31,802-72.5% | $13,643-35.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |