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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT2+ years Service code 28 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $42,044 |
STONER & ASSOCIATES2+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $40,200 |
MANLEY BURKE2+ years Service code 29 · EIN 31-1313100 325 WEST COURT STREET · CINCINNATI, OH 45202 | Legal | $40,160 |
CRS INC2+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $37,375 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 4901 VINELAND RD. STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $31,800 |
US BANK2+ years Service code 19 · EIN 31-0841268 425 WALNUT ST. · CINCINNATI, OH 45202 | Securities Custodian | $14,356 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN CORE REALTY Service code 28 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $10,217 |
FRANK N HESTAND CPA PSC1 year Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
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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 | 10.66% | 11.09%-0.4pp | 8.32%+2.3pp | 13.95%-3.3pp |
| Employer contribution / active EE | $15,144 | $10,980+37.9% | $30,793-50.8% | $16,598-8.8% |
| 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% |