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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $10,338 |
Filed as: AMERICAN UNITED INSURANCE CO Service code 52 | Indirect Investment Fees | $2,932 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,840 | $39,458-75.1% | $60,547-83.7% | $55,191-82.2% |
| Participation rate | 74.8% | 59.6%+15.2pp | 68.0%+6.9pp | 69.2%+5.7pp |
| Annual return | 0.02% | 3.35%-3.3pp | 335.64%-335.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $319 | $1,210-73.6% | $2,419-86.8% | $1,899-83.2% |
| Participant deferral / active EE | $613 | $2,140-71.3% | $3,328-81.6% | $3,046-79.9% |
| Admin fee / account holder | $41 | $95-57.2% | $4,536-99.1% | $91-55.2% |