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| Provider | Service type | Compensation |
|---|---|---|
MANLEY BURKE1+ years Service code 29 · EIN 31-1313100 325 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $44,539 |
STONER & ASSOCIATES1+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $40,200 |
GAMCO ASSET MANAGEMENT1+ years Service code 28 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $40,010 |
CRS INC1+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $26,250 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 4901 VINELAND RD. STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $23,542 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY BANK Service code 28 · EIN 34-1586030 3920 MAIN STREET · AMHERST, NY 14226 | Investment Management | $15,005 |
US BANK1+ years Service code 19 · EIN 31-0841268 425 WALNUT ST. · CINCINNATI, OH 45202 | Securities Custodian | $14,639 |
O'DONOGHUE & O'DONOGHUE1+ years Filed as: O DONOGHUE & O DONOGHUE Service code 29 4748 WISCONSIN AVENUE NW · WASHINGTON, DC 20016 | Legal | $13,956 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY Service code 28 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $9,893 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS & HECKER CPA'S LLC Service code 10 · EIN 31-0587693 1210 MEADOW BRIDGE DRIVE · DAYTON, OH 45434 | Accounting | $7,050 |
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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 | $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 | -0.14% | 2.79%-2.9pp | 4.16%-4.3pp | 11.88%-12.0pp |
| Employer contribution / active EE | $13,574 | $10,530+28.9% | $29,966-54.7% | $14,612-7.1% |
| 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% |