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| Provider | Service type | Compensation |
|---|---|---|
STONER & ASSOCIATES5+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $30,000 |
VEDDER PRICE5+ years Service code 29 · EIN 36-2216929 222 N LASALLE STREET · CHICAGO, IL 60601 | Legal | $22,632 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $19,786 |
FRANK N HESTAND CPA PSC2 years Filed as: FRANK N HESTAND CPS PSC Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $12,000 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGLEY DR. · CINCINNATI, OH 45263 | Custodial (other than securities) | $9,203 |
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 | $212,469-100.0% | $477,209-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 171.47% | -14.68%+186.1pp | -2.84%+174.3pp | 259.14%-87.7pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,546-100.0% |