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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45363 | Recordkeeping Fees | $7,682 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,297 | $48,576-76.7% | $169,452-93.3% | $56,289-79.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | 3.50% | -2.51%+6.0pp | 1.83%+1.7pp | -9.96%+13.5pp |
| Employer contribution / active EE | $1,681 | $1,559+7.8% | $4,157-59.6% | $2,111-20.4% |
| Participant deferral / active EE | $2,670 | $3,275-18.5% | $5,277-49.4% | $3,350-20.3% |
| Admin fee / account holder | $50 | $435-88.5% | $9,110-99.4% | $521-90.4% |