Filed August 1, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $34,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,527 | $54,237-45.6% | $90,336-67.3% | $67,584-56.3% |
| Participation rate | 43.4% | 68.6%-25.2pp | 73.3%-29.8pp | 71.3%-27.8pp |
| Annual return | 22.35% | 37.27%-14.9pp | 78.15%-55.8pp | 378.59%-356.2pp |
| Employer contribution / active EE | $800 | $1,846-56.6% | $2,856-72.0% | $2,148-62.7% |
| Participant deferral / active EE | $1,183 | $2,625-55.0% | $3,886-69.6% | $3,540-66.6% |
| Admin fee / account holder | $94 | $123-23.6% | $5,357-98.2% | $142-33.8% |