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| Provider | Service type | Compensation |
|---|---|---|
DANISON & ASSOCIATES4+ years Service code 27 · EIN 31-1553547 2152 TREMONT CENTER · COLUMBUS, OH 43221 | Advisory (Plan) | $153,060 |
Service code 13 · EIN 31-1449092 939 GOODALE BLVD · COLUMBUS, OH 43212 | Contract Administrator | $101,640 |
ALLOTTA FARLEY CO LPA3 years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $41,232 |
ASB CAPITAL MANAGEMENT3 years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $30,672 |
R.F. CHAPMAN4+ years Service code 10 · EIN 31-1492960 137 OAKWOOD AVENUE · PORTSMOUTH, OH 456620895 | Accounting | $25,735 |
Service code 19 · EIN 26-2237421 900 SEVENTH STREET · WASHINGTON, DC 20001 | Securities Custodian | $25,625 |
CUNI, RUST & STRENK4+ years Service code 11 · EIN 31-1227755 455 LAKE FOREST SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $24,200 |
BODINE PERRY2 years Filed as: BODINE PERRY, LLC Service code 10 · EIN 41-2028444 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $17,920 |
Filed as: CHEVY CHASE TRUST Service code 19 · EIN 81-4640709 7501 WISCONSIN AVE 1500W · BETHESDA, MD 20814 | Securities Custodian | $13,310 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 31-1124895 PO BOX 13518 · ST PETERSBURG, FL 33733 | Investment Management | $11,816 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.32% | 2.02%-7.3pp | -752.26%+746.9pp | 33.37%-38.7pp |
| Employer contribution / active EE | $10,399 | $12,422-16.3% | $31,802-67.3% | $11,253-7.6% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |