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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 700 TOWER DRIVE · TROY, MI 48098 | Contract Administrator | $48,018 |
ASCENSUS LLC2+ years Filed as: LEDBETTER & PARISI, LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $43,586 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 100 N RIVERSIDE PLAZA, SUITE 2200 · CHICAGO, IL 60606 | Investment Management | $25,524 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST PAUL, MN 55116 | Advisory (Plan) | $23,500 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 720 E. PETE ROSE WAY, STE 100 · CINCINNATI, OH 45202 | Accounting | $21,672 |
CRS INC2+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $21,575 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 22 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Insurance Broker | $8,799 |
Filed as: CS MCKEE INVESTMENT MANAGEMENT Service code 28 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Management | $6,518 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Management | $6,471 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 31-0373348 1900 E 9TH ST · CLEVELAND, OH 44114 | Securities Custodian | $0 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 11.80% | 11.09%+0.7pp | 8.32%+3.5pp | 13.95%-2.1pp |
| Employer contribution / active EE | $4,897 | $10,980-55.4% | $30,793-84.1% | $16,598-70.5% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |