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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS2+ years Filed as: FUND EVALUATION GROUP Service code 27 201 EAST FIFTH STREET · CINCINNATI, OH 45202 | Advisory (Plan) | $103,162 |
CRS INC1 year Filed as: CRS Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $27,175 |
STONER & ASSOCIATES2+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET SUITE 225 · CINCINNATI, OH 45202 | Contract Administrator | $23,376 |
ASCENSUS LLC2+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $15,525 |
US BANK2+ years Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $9,484 |
Filed as: WILLIS & HECKER, CPA'S LLP Service code 10 · EIN 31-0587693 1210 MEADOW BRIDGE DRIVE SUITE A · DAYTON, OH 45434 | Accounting | $5,500 |
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Employer contribution per participant 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 5.30% | 2.79%+2.5pp | 4.16%+1.1pp | 11.88%-6.6pp |
| Employer contribution / active EE | $6,063 | $10,530-42.4% | $29,966-79.8% | $14,612-58.5% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |