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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $24,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,370 | $54,573-7.7% | $90,965-44.6% | $73,493-31.5% |
| Participation rate | 30.9% | 61.2%-30.2pp | 69.0%-38.1pp | 70.7%-39.7pp |
| Annual return | 13.06% | 16.69%-3.6pp | 134.57%-121.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $516 | $991-47.9% | $2,122-75.7% | $2,270-77.3% |
| Participant deferral / active EE | $989 | $2,517-60.7% | $3,373-70.7% | $3,740-73.5% |
| Admin fee / account holder | $413 | $521-20.7% | $5,960-93.1% | $513-19.4% |