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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $23,108 |
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 | $8,696 | $42,396-79.5% | $67,313-87.1% | $56,289-84.6% |
| Participation rate | 96.7% | 61.0%+35.7pp | 69.1%+27.6pp | 69.9%+26.9pp |
| Annual return | -5.69% | -36.63%+30.9pp | -4.08%-1.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $510 | $1,414-63.9% | $2,566-80.1% | $2,111-75.8% |
| Participant deferral / active EE | $1,013 | $2,360-57.1% | $3,568-71.6% | $3,350-69.8% |
| Admin fee / account holder | $74 | $510-85.5% | $4,507-98.4% | $521-85.8% |