Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $195,084 |
Service code 99 410 W MILL PLAIN BLVD STE 121 · VANCOUVER, WA 98660 | Other Fees | $7,908 |
Service code 99 20 SOBRANTE · ALISO VIEJO, CA 92656 | Other Fees | $3,482 |
DINSMORE & SHOHL LLP3 years Service code 29 PO BOX 640635 · CINCINNATI, OH 452640635 | Legal | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,104 | $44,734+32.1% | $99,475-40.6% | $67,579-12.5% |
| Participation rate | 65.3% | 66.2%-0.9pp | 73.8%-8.6pp | 71.3%-6.0pp |
| Annual return | 17.52% | 32.45%-14.9pp | 30.72%-13.2pp | 378.56%-361.0pp |
| Employer contribution / active EE | $1,320 | $1,261+4.7% | $2,540-48.0% | $2,148-38.5% |
| Participant deferral / active EE | $2,630 | $2,731-3.7% | $3,619-27.3% | $3,539-25.7% |
| Admin fee / account holder | $341 | $120+184.8% | $6,252-94.6% | $142+139.4% |