Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $119,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,474 | $56,095-54.6% | $178,503-85.7% | $90,274-71.8% |
| Participation rate | 36.6% | 65.6%-29.0pp | 81.9%-45.3pp | 73.4%-36.8pp |
| Annual return | 15.90% | 28.81%-12.9pp | 151.12%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $466 | $1,572-70.4% | $5,011-90.7% | $2,523-81.5% |
| Participant deferral / active EE | $965 | $2,669-63.8% | $5,202-81.5% | $4,231-77.2% |
| Admin fee / account holder | $162 | $101+61.3% | $13,987-98.8% | $114+42.3% |