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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $9,423 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $4,551 |
Filed as: BARNES,DENNIG & CO., LTD. Service code 10 · EIN 31-1119890 | Accounting | $3,499 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,637 | $84,940-26.3% | $111,306-43.7% | $79,389-21.1% |
| Participation rate | 80.3% | 75.9%+4.5pp | 77.3%+3.0pp | 70.7%+9.6pp |
| Annual return | 10.75% | 17.45%-6.7pp | 54.67%-43.9pp | 116.89%-106.1pp |
| Employer contribution / active EE | $208 | $1,979-89.5% | $2,732-92.4% | $2,428-91.4% |
| Participant deferral / active EE | $2,875 | $3,889-26.1% | $4,488-35.9% | $4,046-28.9% |
| Admin fee / account holder | $116 | $537-78.4% | $7,966-98.5% | $626-81.5% |