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| Provider | Service type | Compensation |
|---|---|---|
PATTI LUKEN2 years Filed as: PATTIE LUKEN Service code 14 · EIN 31-6136729 OPEIU LOCAL 98 · CINCINNATI, OH 45225 | Plan Administrator | $43,600 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 720 EAST PETE ROSE WAY, SUITE 100 · CINCINNATI, OH 45202 | Accounting | $12,000 |
SMS RETIREMENT6 years Service code 11 · EIN 31-1140818 P.O. BOX 128 · MIAMITOWN, OH 45041 | Actuarial | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $280,286-100.0% | $280,286-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 8.3%-8.3pp | 35.7%-35.7pp |
| Annual return | -100.74% | 4.78%-105.5pp | 9.71%-110.5pp | 15.19%-115.9pp |
| Employer contribution / active EE | $0 | $29,038-100.0% | $21,536-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $0 | $42-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |