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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 1001 19TH STREET NORTH · ARLINGTON, VA 22209 | Investment Management | $71,225 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 28 1 W. FOURTH STREET · CINCINNATI, OH 45202 | Investment Management | $63,674 |
CUNI, RUST & STRENK3+ years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45202 | Actuarial | $42,875 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 200 WEST MADISON ST, SUITE 2900 · CHICAGO, IL 60606 | Investment Management | $40,452 |
GOLDSTEIN GRAGEL LLC3+ years Service code 29 1111 SUPERIOR AVE. EAST, SUITE 620 · CLEVELAND, OH 44114 | Legal | $32,561 |
US BANK3+ years Filed as: US BANK TRUST Service code 19 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Securities Custodian | $22,890 |
ASCENSUS LLC3+ years Filed as: LEDBETTER PARISI & SOLLARS, LLC Service code 29 9240 MARKETPLACE DRIVE · DAYTON, OH 45342 | Legal | $18,844 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 720 E. PETE ROSE WAY, STE. 100 · CINCINNATI, OH 45202 | Accounting | $18,306 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.18% | 4.25%+3.9pp | -752.26%+760.4pp | 0.19%+8.0pp |
| Employer contribution / active EE | $6,412 | $11,906-46.1% | $31,802-79.8% | $13,763-53.4% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |