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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $16,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,508 | $47,977-34.3% | $154,111-79.6% | $56,287-44.0% |
| Participation rate | 21.3% | 66.2%-44.9pp | 83.0%-61.8pp | 69.9%-48.6pp |
| Annual return | -7.14% | 3.54%-10.7pp | 735.18%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $310 | $2,169-85.7% | $5,298-94.2% | $2,111-85.3% |
| Participant deferral / active EE | $722 | $2,392-69.8% | $5,081-85.8% | $3,350-78.5% |
| Admin fee / account holder | $349 | $438-20.2% | $13,411-97.4% | $521-32.9% |