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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK6 years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $38,725 |
UMR2 years Service code 13 · EIN 39-1995276 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Contract Administrator | $30,588 |
ALLOTTA FARLEY CO LPA3 years Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $23,582 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST PAUL, MN 55116 | Advisory (Plan) | $22,000 |
DGPERRY, PLLC2 years Filed as: DGPERRY CPA'S + ADVISORS Service code 10 · EIN 83-3033790 3711 STARR CENTRE DR 2 · CANFIELD, OH 44401 | Accounting | $18,214 |
Filed as: ARTHUR J GALLAGHER RISK MGT SER Service code 22 · EIN 36-2102482 1 W FOURTH STREET · CINCINNATI, OH 45202 | Insurance Broker | $17,074 |
ASB CAPITAL MANAGEMENT9 years Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $5,632 |
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Employer contribution per participant 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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 7.17% | 9.00%-1.8pp | 9.03%-1.9pp | 8.35%-1.2pp |
| Employer contribution / active EE | $6,938 | $14,409-51.8% | $26,284-73.6% | $17,935-61.3% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |