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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 700 TOWER DRIVE · TROY, MI 48098 | Contract Administrator | $49,117 |
ASCENSUS LLC3+ years Filed as: LEDBETTER & PARISI, LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $43,829 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S · ST PAUL, MN 55116 | Advisory (Plan) | $24,250 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 100 N RIVERSIDE PLAZA, SUITE 2200 · CHICAGO, IL 60606 | Investment Management | $20,342 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 720 E. PETE ROSE WAY, STE 100 · CINCINNATI, OH 45202 | Accounting | $20,100 |
CRS INC3+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $18,525 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 22 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Insurance Broker | $9,284 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 31-0373348 1900 E 9TH ST · CLEVELAND, OH 44114 | Securities Custodian | $8,178 |
Filed as: CS MCKEE INVESTMENT MANAGEMENT Service code 28 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Management | $6,570 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 1.48% | 1.05%+0.4pp | -752.26%+753.7pp | -0.69%+2.2pp |
| Employer contribution / active EE | $5,086 | $11,363-55.2% | $31,802-84.0% | $16,786-69.7% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |