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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 700 TOWER DRIVE · TROY, MI 48098 | Contract Administrator | $55,086 |
STANDARD VALUATIONS1 year Filed as: STANDARDS VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE. S · ST PAUL, MN 55170 | Advisory (Plan) | $30,500 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS Service code 29 · EIN 03-0599899 5078 WOOSTER ROAD STE 400 · CINCINNATI, OH 45226 | Legal | $29,760 |
CUNI, RUST & STRENK4 years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $29,042 |
DGPERRY, PLLC1 year Filed as: DGPERRY CPAS + ADVISORS Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $23,855 |
Filed as: ARTHER J GALLAGHER RISK MANAGMENT Service code 22 · EIN 36-2102482 1 W FOURTH STREET · CINCINNATI, OH 45242 | Insurance Broker | $17,704 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 50 · EIN 22-1146430 1900 E 9TH STREET · CLEVELAND, OH 44114 | Direct Payment | $15,480 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $12,700 |
PNC BANK, N.A.1 year Filed as: PNC FINANCIAL SERVICES GROUP, INC. Service code 19 · EIN 25-1435929 1900 E 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $10,000 |
C.S. MCKEE, L.P.1 year Filed as: CS MCKEE Service code 28 · EIN 25-1900687 ONE GATEWAY CENTER 8TH FL · PITTSBURGH, PA 152221418 | Investment Management | $5,472 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 21.18% | 11.01%+10.2pp | 8.10%+13.1pp | 7.65%+13.5pp |
| Employer contribution / active EE | $7,271 | $13,413-45.8% | $28,649-74.6% | $20,582-64.7% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |