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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Service code 27 · EIN 26-1603738 401 LIBERTY AVE., SUITE 1200 · PITTSVURGH, PA 15222 | Advisory (Plan) | $103,126 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 28 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $93,833 |
CUNI, RUST & STRENK1+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR., SUIT 620 · CINCINNATI, OH 45242 | Actuarial | $66,400 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICE Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Commissions | $64,398 |
MILLER & CHEVALIER1+ years Filed as: MILLER CHEVALIER Service code 29 · EIN 52-1212890 900 16TH STREET NW · WASHINGTON, DC 20006 | Legal | $47,514 |
DOVER PARTNERS, INC.1+ years Filed as: DOVER PARTNERS Service code 27 · EIN 31-1281984 476 WINDSOR PARK DR · DAYTON, OH 45459 | Advisory (Plan) | $45,824 |
ASCENSUS LLC1+ years Filed as: LEDBETTER,PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR. · MIAMISBURG, OH 45342 | Legal | $18,332 |
KEYBANK NATIONAL ASSOCIATION1+ years Filed as: KEYBANK N.A. Service code 12 · EIN 31-0466650 2504 E 40TH STREET · CLEVELAND, OH 44104 | Claims processing; Direct payment fro... | $16,443 |
LUBLINSUSSMAN GROUP, LLP1+ years Filed as: LUBLINSUSSMAN GROUP LLP Service code 10 · EIN 34-1087273 3166 N. REPUBLIC BLVD. · TOLEDO, OH 436151507 | Accounting | $15,000 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE & CO, LLC Service code 10 · EIN 35-1178661 720 EAST PETE ROSEWAY SUITE 100 · CINCINNATI, OH 45202 | Accounting | $8,068 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.67% | 3.49%-1.8pp | 4.16%-2.5pp | 7.18%-5.5pp |
| Employer contribution / active EE | $13,123 | $11,083+18.4% | $29,966-56.2% | $13,095+0.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |