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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $28,699 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,143 | $46,297-75.9% | $71,671-84.5% | $62,293-82.1% |
| Participation rate | 92.6% | 60.6%+32.0pp | 68.7%+23.9pp | 69.5%+23.1pp |
| Annual return | 10.29% | 22.32%-12.0pp | 20.65%-10.4pp | 28.90%-18.6pp |
| Employer contribution / active EE | $395 | $1,412-72.0% | $2,460-83.9% | $2,042-80.7% |
| Participant deferral / active EE | $899 | $2,235-59.8% | $3,438-73.8% | $3,169-71.6% |
| Admin fee / account holder | $104 | $461-77.3% | $5,558-98.1% | $479-78.2% |