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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,537 | $60,165-29.3% | $74,184-42.7% | $55,167-22.9% |
| Participation rate | 57.8% | 74.2%-16.3pp | 76.6%-18.8pp | 69.0%-11.1pp |
| Annual return | 3.22% | 10.00%-6.8pp | 17.74%-14.5pp | 169.23%-166.0pp |
| Employer contribution / active EE | $288 | $1,600-82.0% | $2,370-87.8% | $1,963-85.3% |
| Participant deferral / active EE | $1,461 | $2,973-50.8% | $3,550-58.8% | $3,054-52.2% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |