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| Provider | Service type | Compensation |
|---|---|---|
STONER & ASSOCIATES3+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $30,000 |
VEDDER PRICE3+ years Service code 29 · EIN 36-2216929 222 N LASALLE STREET · CHICAGO, IL 60601 | Legal | $10,664 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGLEY DR. · CINCINNATI, OH 45263 | Custodial (other than securities) | $8,332 |
DONALD TAYLOR1 year Filed as: DONALD B FRANKLIN Service code 17 649 WEST BELMONT AVENUE · CHICAGO, IL 60657 | Pension Consulting | $5,000 |
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | 107.24% | -5.34%+112.6pp | 12.68%+94.6pp | -82.66%+189.9pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |