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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $2,373 |
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.
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 | $50,865 | $67,602-24.8% | $82,312-38.2% | $70,126-27.5% |
| Participation rate | 58.4% | 72.8%-14.3pp | 76.9%-18.5pp | 69.5%-11.1pp |
| Annual return | 18.49% | 21.57%-3.1pp | 25.88%-7.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $308 | $1,755-82.5% | $2,428-87.3% | $2,343-86.9% |
| Participant deferral / active EE | $1,574 | $2,987-47.3% | $3,706-57.5% | $3,332-52.8% |
| Admin fee / account holder | $30 | $4,512-99.3% | $5,608-99.5% | $4,645-99.3% |