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| Provider | Service type | Compensation |
|---|---|---|
DANISON & ASSOCIATES3+ years Service code 27 · EIN 31-1553547 2152 TREMONT CENTER · COLUMBUS, OH 43221 | Advisory (Plan) | $147,947 |
Service code 13 · EIN 31-1449092 939 GOODALE BLVD · COLUMBUS, OH 43212 | Contract Administrator | $101,640 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $38,373 |
CUNI, RUST & STRENK3+ years Service code 11 · EIN 31-1227755 455 LAKE FOREST SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $34,800 |
ALLOTTA FARLEY CO LPA2 years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $25,227 |
Service code 19 · EIN 26-2237421 900 SEVENTH STREET · WASHINGTON, DC 20001 | Securities Custodian | $24,380 |
R.F. CHAPMAN3+ years Service code 10 · EIN 31-1492960 137 OAKWOOD AVENUE · PORTSMOUTH, OH 456620895 | Accounting | $21,675 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 31-1124895 PO BOX 13518 · ST PETERSBURG, FL 33733 | Investment Management | $20,660 |
BODINE PERRY1 year Filed as: BODINE PERRY, LLC Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $17,500 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.21% | 12.33%+0.9pp | 8.32%+4.9pp | 17.84%-4.6pp |
| Employer contribution / active EE | $9,218 | $11,641-20.8% | $30,793-70.1% | $14,688-37.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |