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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK8+ years Service code 11 4555 LAKE FORREST DR., SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $102,250 |
BENEFITS MANAGEMENT GROUP, INC.8+ years Service code 13 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $56,764 |
CAP FINANCIAL PARTNERS, LLC8+ years Filed as: CAP TRUST Service code 27 525 W. MONROE #560 · CHICAGO, IL 60661 | Advisory (Plan) | $50,000 |
COMERICA BANK8+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $33,360 |
Filed as: WRUBEL, WESLEY AND COMPANY CPAS Service code 10 100 E. BIG BEAVER RD., SUITE 330 · TROY, MI 48083 | Accounting | $17,800 |
MACALA & PIATT, LLC8+ years Filed as: MACALA & PIATT L.L.C. Service code 29 601 S. MAIN · NORTH CANTON, OH 44720 | Legal | $14,858 |
BOYD WATTERSON ASSET MANAGEMENT8+ years Filed as: BOYD WATTERSON Service code 28 · EIN 45-2061717 | Investment Management | $5,276 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -9.65% | -6.78%-2.9pp | -5.85%-3.8pp | 39.82%-49.5pp |
| Employer contribution / active EE | $21,911 | $13,335+64.3% | $31,839-31.2% | $19,980+9.7% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |