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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK1 year Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $34,125 |
FUND DIRECT ADVISORS3+ years Filed as: FUND EVALUATION GROUP Service code 27 201 EAST FIFTH STREET · CINCINNATI, OH 45202 | Advisory (Plan) | $28,174 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET SUITE 225 · CINCINNATI, OH 45202 | Contract Administrator | $23,376 |
ASCENSUS LLC3+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $21,933 |
US BANK3+ years Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $9,660 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 12.54% | 11.09%+1.4pp | 8.32%+4.2pp | 13.95%-1.4pp |
| Employer contribution / active EE | $6,548 | $10,980-40.4% | $30,793-78.7% | $16,598-60.6% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |