Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $11,880 |
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 | $18,682 | $56,918-67.2% | $182,558-89.8% | $65,186-71.3% |
| Participation rate | 91.8% | 66.5%+25.4pp | 78.0%+13.9pp | 70.2%+21.6pp |
| Annual return | 44.16% | 27.67%+16.5pp | 148.59%-104.4pp | 29.39%+14.8pp |
| Employer contribution / active EE | $1,817 | $1,615+12.5% | $4,076-55.4% | $2,177-16.5% |
| Participant deferral / active EE | $2,709 | $3,526-23.2% | $5,526-51.0% | $3,514-22.9% |
| Admin fee / account holder | $73 | $531-86.2% | $8,594-99.1% | $847-91.3% |