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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $49,711 |
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 | $23,964 | $58,726-59.2% | $92,239-74.0% | $62,293-61.5% |
| Participation rate | 88.9% | 68.3%+20.5pp | 76.5%+12.4pp | 69.5%+19.4pp |
| Annual return | 13.02% | 43.62%-30.6pp | 176.29%-163.3pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,670 | $2,392+11.6% | $3,680-27.4% | $2,042+30.8% |
| Participant deferral / active EE | $1,429 | $2,766-48.3% | $3,897-63.3% | $3,169-54.9% |
| Admin fee / account holder | $190 | $556-65.8% | $5,194-96.3% | $479-60.3% |