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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS10+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 201 EAST 5TH STREET 1600 · CINCINNATI, OH 45202 | Advisory (Plan) | $67,485 |
CUNI, RUST & STRENK8 years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $52,525 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD, STE 400 · CINCINNATI, OH 45226 | Legal | $33,030 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN BENEFIT CORPORATION Service code 14 · EIN 55-0672859 205 W. FOURTH ST. STE 225 · CINCINNATI, OH 45202 | Plan Administrator | $23,722 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Broker | $20,467 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $17,756 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Bank Trustee | $9,443 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 10.51% | 11.01%-0.5pp | 8.10%+2.4pp | 7.65%+2.9pp |
| Employer contribution / active EE | $9,087 | $13,413-32.3% | $28,649-68.3% | $20,582-55.8% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |