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| Provider | Service type | Compensation |
|---|---|---|
GOLDSTEIN GRAGEL LLC2+ years Service code 29 1111 SUPERIOR AVE. EAST, SUITE 620 · CLEVELAND, OH 44114 | Legal | $60,695 |
CUNI, RUST & STRENK2+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45202 | Actuarial | $57,425 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 1001 19TH STREET NORTH · ARLINGTON, VA 22209 | Investment Management | $42,075 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 28 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Investment Management | $30,530 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 200 WEST MADISON ST, SUITE 2900 · CHICAGO, IL 60606 | Investment Management | $29,534 |
US BANK2+ years Filed as: US BANK TRUST Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $22,354 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 720 E. PETE ROSE WAY, STE. 100 · CINCINNATI, OH 45202 | Accounting | $17,776 |
ASCENSUS LLC2+ years Filed as: LEDBETTER PARISI & SOLLARS, LLC Service code 29 9240 MARKETPLACE DRIVE · DAYTON, OH 45342 | Legal | $16,689 |
ROTHSCHILD ASSET MANAGEMENT2+ years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $13,623 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.61% | 11.78%-1.2pp | 8.32%+2.3pp | 23.90%-13.3pp |
| Employer contribution / active EE | $6,259 | $11,309-44.6% | $30,793-79.7% | $16,539-62.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |