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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $25,958 |
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 | $9,628 | $44,425-78.3% | $67,834-85.8% | $55,167-82.5% |
| Participation rate | 92.7% | 59.7%+33.0pp | 68.8%+23.9pp | 69.0%+23.7pp |
| Annual return | 5.87% | 17.80%-11.9pp | 138.47%-132.6pp | 169.23%-163.4pp |
| Employer contribution / active EE | $332 | $1,351-75.4% | $2,403-86.2% | $1,963-83.1% |
| Participant deferral / active EE | $726 | $2,166-66.5% | $3,160-77.0% | $3,054-76.2% |
| Admin fee / account holder | $91 | $530-82.8% | $4,622-98.0% | $504-81.9% |