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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 27 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $29,095 |
STONER & ASSOCIATES1+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $27,901 |
CRS INC1+ years Filed as: CRS, INC Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $22,825 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST. PAUL, MN 55116 | Advisory (Plan) | $22,000 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 22 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Insurance Broker | $18,769 |
ALLOTTA FARLEY CO LPA1+ years Filed as: ALLOTTA FARLEY WIDMAN Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $18,481 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS & HECKER, CPA'S, LLP Service code 10 · EIN 31-0587693 1210 MEADOW BRIDGE DR · DAYTON, OH 45434 | Accounting | $10,400 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $10,386 |
GOLDSTEIN GRAGEL LLC1+ years Filed as: GOLDSTEIN GRAGEL, LLC Service code 29 1111 SUPERIOR AVE. EAST, SUITE 620 · CLEVELAND, OH 44114 | Legal | $8,556 |
US BANK1+ years Service code 19 · EIN 31-0841368 425 WALNUT ST. · CINCINNATI, OH 45202 | Securities Custodian | $7,996 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 0.26% | 2.79%-2.5pp | 4.16%-3.9pp | 11.88%-11.6pp |
| Employer contribution / active EE | $6,163 | $10,530-41.5% | $29,966-79.4% | $14,612-57.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |