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| Provider | Service type | Compensation |
|---|---|---|
PATTI LUKEN2+ years Service code 14 · EIN 31-6136729 OPEIU LOCAL 98 · CINCINNATI, OH 45225 | Plan Administrator | $43,660 |
Filed as: BLUE & CO. LLC Service code 10 · EIN 35-1178661 1280 NORTH MERIDIAN STREET STE 400 · CARMEL, IN 46032 | Accounting | $8,400 |
SCHNEIDER DOWNS & CO., INC.2+ years Filed as: SCHNEIDER MALE & STRAKOWSKI CO.,EA Service code 11 · EIN 31-1140818 4520 COOPER RD # 203 · CINCINNATI, OH 45242 | Actuarial | $8,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 483.79% | 10.73%+473.1pp | 337.46%+146.3pp | 10.21%+473.6pp |
| Employer contribution / active EE | $0 | $31,543-100.0% | $20,191-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |