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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK8+ years Service code 11 · EIN 31-1227755 4555 LAKE FORREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $82,300 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 27 · EIN 36-4268991 720 E BUTTERFIELD RD 320 · LOMBARD, IL 60148 | Advisory (Plan) | $31,620 |
HEALTHSCOPE BENEFITS4 years Filed as: HEALTHSCOPE BENEFITS INC. Service code 14 · EIN 71-0847266 P.O. BOX 50440 · INDIANAPOLIS, IN 46250 | Plan Administrator | $26,193 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45202 | Legal | $22,999 |
Filed as: ARTHUR J GALLAGHER Service code 22 · EIN 36-2102482 201 EAST 4TH STREET · CINCINNATI, OH 45202 | Insurance Broker | $13,705 |
DGPERRY, PLLC1 year Filed as: DGPERRY Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $13,052 |
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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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | -1.94% | 14.18%-16.1pp | 20.18%-22.1pp | 9.89%-11.8pp |
| Employer contribution / active EE | $10,121 | $10,771-6.0% | $29,108-65.2% | $14,313-29.3% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |