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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 11 · EIN 82-3719843 | Actuarial | $61,897 |
Service code 50 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Direct Payment | $28,728 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Direct payment from the plan; Custodi... | $19,587 |
DEAN DORTON ALLEN FORD, PLLC2 years Service code 10 · EIN 27-3858252 | Accounting | $15,000 |
Service code 27 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Advisory (Plan) | $10,889 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 10.24% | 10.52%-0.3pp | 24.34%-14.1pp | 10.52%-0.3pp |
| Employer contribution / active EE | $17,808 | $15,140+17.6% | $37,144-52.1% | $15,140+17.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $249-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |