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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 27 · EIN 36-4268991 720 E BUTTERFIELD RD 320 · LOMBARD, IL 60148 | Advisory (Plan) | $37,011 |
HEALTHSCOPE BENEFITS3 years Filed as: HEALTHSCOPE BENEFITS INC Service code 14 · EIN 71-0847266 PO BOX 50440 · INDIANAPOLIS, IN 46250 | Plan Administrator | $24,708 |
CUNI, RUST & STRENK4+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $16,321 |
MOSIER & ASSOCIATES CPAS INC4+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PK B · CENTERVILLE, OH 45458 | Accounting | $14,695 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70 RHOADS CENTER DR STE B · CENTERVILLE, OH 45458 | Legal | $10,606 |
Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $4,394 |
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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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 37.9%-37.9pp | 13.0%-13.0pp |
| Annual return | 0.68% | 10.76%-10.1pp | 10.56%-9.9pp | 13.59%-12.9pp |
| Employer contribution / active EE | $9,235 | $10,184-9.3% | $30,199-69.4% | $14,592-36.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |