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| Provider | Service type | Compensation |
|---|---|---|
ALLOTTA FARLEY CO LPA3+ years Filed as: ALLOTTA FARLEY WIDMAN Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $29,400 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET, SUITE 225 · CINCINNATI, OH 45202 | Contract Administrator | $26,400 |
US BANK3+ years Service code 19 · EIN 31-0841368 425 WALNUT ST. · CINCINNATI, OH 45202 | Securities Custodian | $24,638 |
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $24,339 |
CRS INC3+ years Filed as: CRS, INC Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $23,650 |
STANDARD VALUATIONS3+ 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: BLUE & CO., LLC Service code 10 · EIN 35-1178661 12800 NORTH MERIDIAN ST. STE 400 · CARMEL, IN 46032 | Accounting | $17,944 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 6.20% | 1.05%+5.2pp | -752.26%+758.5pp | -0.69%+6.9pp |
| Employer contribution / active EE | $6,982 | $11,363-38.6% | $31,802-78.0% | $16,786-58.4% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |