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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $18,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,192 | $56,640-34.3% | $78,002-52.3% | $55,167-32.6% |
| Participation rate | 53.0% | 73.3%-20.3pp | 75.5%-22.5pp | 69.0%-16.0pp |
| Annual return | 8.14% | 2868.48%-2860.3pp | 425.99%-417.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $317 | $1,724-81.6% | $2,470-87.2% | $1,963-83.8% |
| Participant deferral / active EE | $2,198 | $2,778-20.9% | $3,497-37.1% | $3,054-28.0% |
| Admin fee / account holder | $178 | $467-61.9% | $5,481-96.8% | $504-64.7% |