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| Provider | Service type | Compensation |
|---|---|---|
STONER & ASSOCIATES7+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $30,000 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $12,982 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 5050 KINGLEY DR. · CINCINNATI, OH 45263 | Custodial (other than securities) | $10,123 |
VEDDER PRICE7+ years Service code 29 · EIN 36-2216929 222 N LASALLE STREET · CHICAGO, IL 60601 | Legal | $9,608 |
FRANK N HESTAND CPA PSC4 years Filed as: FRANK N HESTAND CPS PSC Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
DONALD TAYLOR5 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 | $247,120-100.0% | $213,834-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 12.3%-12.3pp | 44.5%-44.5pp |
| Annual return | 183.34% | -11.83%+195.2pp | -5.12%+188.5pp | -14.65%+198.0pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |