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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.1+ years Service code 14 · EIN 35-1820020 2111 WEST LINCOLN HIGHWAY · MERRILLVILLE, IN 46410 | Plan Administrator | $26,460 |
CUNI, RUST & STRENK1+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 4555 LAKE FOREST DR 620 · CINCINNATI, OH 45242 | Actuarial | $26,150 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Pension Consulting | $20,900 |
ASCENSUS LLC1+ years Filed as: LEDBETTER, PARISI, LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBURG, OH 45342 | Legal | $17,374 |
KEYBANK NATIONAL ASSOCIATION1+ years Filed as: KEYBANK INSTITUTIONAL ASSET SERVICE Service code 19 · EIN 34-0797057 127 PUBLIC SQUARE 17TH FL · CLEVELAND, OH 44114 | Securities Custodian | $12,874 |
MOSIER & ASSOCIATES CPAS INC1+ years Service code 10 · EIN 47-1912410 180 E SPRING VALLEY PIKE · CENTERVILLE, OH 45458 | Accounting | $8,589 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Securities Custodian | $6,068 |
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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 | 0.21% | 2.79%-2.6pp | 4.16%-3.9pp | 11.88%-11.7pp |
| Employer contribution / active EE | $5,456 | $10,530-48.2% | $29,966-81.8% | $14,612-62.7% |
| 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% |