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| Provider | Service type | Compensation |
|---|---|---|
STONER & ASSOCIATES1+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $30,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $16,407 |
VEDDER PRICE1+ years Service code 29 · EIN 36-2216929 222 N LASALLE STREET · CHICAGO, IL 60601 | Legal | $11,187 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGLEY DR. · CINCINNATI, OH 45263 | Custodial (other than securities) | $11,009 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS & HECKER CPA'S, LLP Service code 10 · EIN 31-0587693 1210 MEADOW BRIDGE DR. · DAYTON, OH 45434 | Accounting | $9,800 |
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | 69.84% | 0.80%+69.0pp | 5.44%+64.4pp | 4.16%+65.7pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |