Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 27 201 EAST FIFTH STREET · CINCINNATI, OH 45202 | Advisory (Plan) | $106,321 |
CRS INC1+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $27,550 |
STONER & ASSOCIATES1+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET SUITE 225 · CINCINNATI, OH 45202 | Contract Administrator | $23,376 |
US BANK1+ years Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $8,944 |
ASCENSUS LLC1+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $7,140 |
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 | $5,450 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -4.40% | -1.83%-2.6pp | -1.61%-2.8pp | 2.81%-7.2pp |
| Employer contribution / active EE | $5,423 | $9,208-41.1% | $30,840-82.4% | $16,358-66.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |