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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK2+ years Service code 11 4555 LAKE FORREST DRIVE, SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $69,050 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Service code 13 1520 KENSINGTON ROAD, SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $55,440 |
MACALA & PIATT, LLC2+ years Filed as: MACALA & PIATT L.L.C. Service code 29 601 S. MAIN · NORTH CANTON, OH 44720 | Legal | $51,906 |
CAP FINANCIAL PARTNERS, LLC2+ years Filed as: CAP TRUST Service code 27 525 W. MONROE #560 · CHICAGO, IL 60661 | Advisory (Plan) | $50,000 |
MANNING & NAPIER2+ years Filed as: MANNING AND NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $37,361 |
Service code 10 · EIN 38-2574238 | Accounting | $29,458 |
COMERICA BANK2+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $28,774 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 28 325 JOHN M MCCONNELL BLVD., SUITE 2 · COLUMBUS, OH 43215 | Investment Management | $17,189 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON Service code 28 · EIN 45-2061717 | Investment Management | $13,576 |
GOLDMAN SACHS1 year Filed as: SEIZERT CAPITAL PARTNERS Service code 28 185 OAKLAND AVE., SUITE 100 · BIRMINGHAM, MI 48009 | Investment Management | $13,576 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 4.19% | 3.49%+0.7pp | 4.16%0pp | 7.18%-3.0pp |
| Employer contribution / active EE | $15,898 | $11,083+43.4% | $29,966-46.9% | $13,095+21.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |