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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 27 901 SOUTH BOND ST SUITE 400 · BALTIMORE, MD 21231 | Advisory (Plan) | $29,492 |
ASCENSUS LLC2+ years Filed as: LEDBETTER & PARISI Service code 29 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $23,239 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 642 NEWTOWN YARDLEY ROAD SUITE 205 · WASHINGTON, PA 16940 | Advisory (Plan) | $20,000 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $18,000 |
CRS INC2+ years Filed as: CRS, INC Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $17,675 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $13,259 |
TRUST FUND ADVISORS2+ years Service code 27 1625 I STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $12,187 |
MANNING & NAPIER1 year Service code 27 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $11,812 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 720 E. PETE ROSE WAY STE. 100 · CINCINNATI, OH 45202 | Accounting | $11,800 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 22 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Insurance Broker | $7,098 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 17.53% | 9.14%+8.4pp | 8.32%+9.2pp | 10.41%+7.1pp |
| Employer contribution / active EE | $14,072 | $9,384+49.9% | $30,793-54.3% | $14,691-4.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |