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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $17,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,753 | $65,223-60.5% | $80,022-67.8% | $55,725-53.8% |
| Participation rate | 48.4% | 80.6%-32.2pp | 75.8%-27.5pp | 70.9%-22.5pp |
| Annual return | -3.22% | 7.59%-10.8pp | 11.22%-14.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $761 | $2,544-70.1% | $2,468-69.2% | $2,078-63.4% |
| Participant deferral / active EE | $1,784 | $3,881-54.0% | $3,686-51.6% | $3,356-46.8% |
| Admin fee / account holder | $111 | $114-2.9% | $6,521-98.3% | $115-3.8% |