Filed December 11, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $24,075 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,029 | $35,123+2.6% | $93,419-61.4% | $73,412-50.9% |
| Participation rate | 26.2% | 68.3%-42.1pp | 66.8%-40.6pp | 72.2%-46.0pp |
| Annual return | 22.27% | 18.89%+3.4pp | 78.05%-55.8pp | 59.30%-37.0pp |
| Employer contribution / active EE | $289 | $1,247-76.8% | $2,075-86.1% | $2,234-87.1% |
| Participant deferral / active EE | $909 | $2,249-59.6% | $3,126-70.9% | $3,806-76.1% |
| Admin fee / account holder | $141 | $108+30.2% | $5,230-97.3% | $158-10.8% |