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| Provider | Service type | Compensation |
|---|---|---|
STONER & ASSOCIATES1+ years Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET, SUITE 225 · CINCINNATI, OH 45202 | Contract Administrator | $107,600 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 1001 19TH STREET NORTH · ARLINGTON, VA 22209 | Investment Management | $55,000 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 200 WEST MADISON ST, SUITE 2900 · CHICAGO, IL 60606 | Investment Management | $39,643 |
GOLDSTEIN GRAGEL LLC1+ years Service code 29 1111 SUPERIOR AVE. EAST, SUITE 620 · CLEVELAND, OH 44114 | Legal | $37,127 |
CUNI, RUST & STRENK1+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45202 | Actuarial | $36,700 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 28 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Investment Management | $30,201 |
US BANK1+ years Filed as: US BANK TRUST Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $20,184 |
ASCENSUS LLC1+ years Filed as: LEDBETTER PARISI & SOLLARS, LLC Service code 29 9240 MARKETPLACE DRIVE · DAYTON, OH 45342 | Legal | $18,625 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $10,733 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 720 E. PETE ROSE WAY, STE. 100 · CINCINNATI, OH 45202 | Accounting | $9,040 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| 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 | 0.21% | 3.49%-3.3pp | 4.16%-3.9pp | 7.18%-7.0pp |
| Employer contribution / active EE | $5,055 | $11,083-54.4% | $29,966-83.1% | $13,095-61.4% |
| 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% |