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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $21,087 |
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 | $76,507 | $46,732+63.7% | $156,551-51.1% | $55,167+38.7% |
| Participation rate | 96.1% | 65.8%+30.3pp | 84.0%+12.1pp | 69.0%+27.1pp |
| Annual return | 7.07% | 17.72%-10.6pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,239 | $2,105-41.1% | $5,501-77.5% | $1,963-36.9% |
| Participant deferral / active EE | $5,009 | $2,204+127.2% | $4,871+2.8% | $3,054+64.0% |
| Admin fee / account holder | $59 | $418-86.0% | $13,028-99.5% | $504-88.3% |