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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET, SUITE 225 · CINCINNATI, OH 45202 | Contract Administrator | $161,400 |
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 201 EAST FIFITH STREET SUITE 1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $150,321 |
CUNI, RUST & STRENK1+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $49,250 |
US BANK1+ years Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $20,100 |
ASCENSUS LLC1+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $17,410 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS & HECKER, CPA'S, LLP Service code 10 · EIN 31-0587693 1210 MEADOW BRIDGE DRIVE SUITE A · DAYTON, OH 45434 | Accounting | $8,000 |
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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 | $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 | 0.79% | 3.49%-2.7pp | 4.16%-3.4pp | 7.18%-6.4pp |
| Employer contribution / active EE | $6,706 | $11,083-39.5% | $29,966-77.6% | $13,095-48.8% |
| 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% |