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| Provider | Service type | Compensation |
|---|---|---|
STONER & ASSOCIATES4+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $30,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $23,251 |
FRANK N HESTAND CPA PSC1 year Filed as: FRANK N HESTAND CPS PSC Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $14,500 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGLEY DR. · CINCINNATI, OH 45263 | Custodial (other than securities) | $8,589 |
VEDDER PRICE4+ years Service code 29 · EIN 36-2216929 222 N LASALLE STREET · CHICAGO, IL 60601 | Legal | $7,054 |
DONALD TAYLOR2 years 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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 69.80% | 4.63%+65.2pp | 29.77%+40.0pp | 12.16%+57.6pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |