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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK6+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $53,400 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 27 · EIN 36-4268991 720 E BUTTERFIELD RD 320 · LOMBARD, IL 60148 | Advisory (Plan) | $45,350 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70 RHOADS CENTER DR STE B · CENTERVILLE, OH 45458 | Legal | $28,544 |
HEALTHSCOPE BENEFITS2 years Filed as: HEALTHSCOPE BENEFITS INC. Service code 14 · EIN 71-0847266 P.O. BOX 50440 · INDIANAPOLIS, IN 46250 | Plan Administrator | $25,575 |
BODINE PERRY1 year Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $13,635 |
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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 | $60,528-100.0% | $201,582-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 23.6%-23.6pp | 8.4%-8.4pp |
| Annual return | 20.62% | 12.37%+8.3pp | 11.08%+9.5pp | 18.35%+2.3pp |
| Employer contribution / active EE | $8,895 | $8,964-0.8% | $28,418-68.7% | $14,669-39.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,559-100.0% | $9,141-100.0% |