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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $30,000 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGLEY DR. · CINCINNATI, OH 45263 | Custodial (other than securities) | $13,316 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $13,091 |
FRANK N HESTAND CPA PSC7 years Filed as: FRANK N HESTAND CPS PSC Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,278-100.0% | $79,278-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 7.7%-7.7pp | 27.7%-27.7pp |
| Annual return | 164.77% | -0.76%+165.5pp | 0.87%+163.9pp | 15.59%+149.2pp |
| Employer contribution / active EE | $0 | $17,429-100.0% | $17,293-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $20-100.0% | $20-100.0% | $21,009-100.0% |