Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK1+ years Service code 11 4555 LAKE FORREST DRIVE, SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $76,925 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP TRUST Service code 27 525 W. MONROE #560 · CHICAGO, IL 60661 | Advisory (Plan) | $50,000 |
MACALA & PIATT, LLC1+ years Filed as: MACALA & PIATT L.L.C. Service code 29 601 S. MAIN · NORTH CANTON, OH 44720 | Legal | $44,363 |
MANNING & NAPIER1+ years Filed as: MANNING AND NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $43,490 |
DIAMOND HILL1+ years Service code 28 325 JOHN H. MCCONNELL BLVD. #200 · COLUMBUS, OH 43215 | Investment Management | $29,523 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Service code 13 1520 KENSINGTON ROAD, SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $28,860 |
Service code 10 · EIN 38-2574238 | Accounting | $17,990 |
COMERICA BANK1+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $15,925 |
JBM COMPUTER CONSULTANTS1+ years Filed as: JBM CONSULTANTS INC. Service code 15 20 NORTH AMERICAN DRIVE · WEST SENECA, NY 14224 | Recordkeeping | $14,160 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 28 · EIN 45-2061717 | Investment Management | $13,045 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.11% | 0.68%+0.4pp | -1.61%+2.7pp | -0.60%+1.7pp |
| Employer contribution / active EE | $16,908 | $10,568+60.0% | $30,840-45.2% | $12,272+37.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |