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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% | $328,120-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 9.1%-9.1pp | 34.1%-34.1pp |
| Annual return | -100.74% | -1.64%-99.1pp | 4.11%-104.9pp | 13.02%-113.8pp |
| Employer contribution / active EE | $0 | $31,130-100.0% | $20,922-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |