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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $37,442 |
CAMPBELL TAYLOR WASHBURN3 years Filed as: H K CAMPBELL & COMPANY Service code 10 2011 MADISON ROAD · CINCINNATI, OH 45208 | Accounting | $17,235 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $54,555 | $78,423-30.4% | $95,964-43.2% | $79,856-31.7% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.7pp | 69.6%+17.1pp |
| Annual return | 9.75% | 19.37%-9.6pp | 91.64%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $464 | $1,945-76.2% | $2,541-81.8% | $2,471-81.2% |
| Participant deferral / active EE | $2,990 | $3,440-13.1% | $4,167-28.3% | $3,741-20.1% |
| Admin fee / account holder | $402 | $5,622-92.8% | $6,797-94.1% | $5,306-92.4% |