Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $26,878 |
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 | $10,068 | $46,423-78.3% | $75,900-86.7% | $67,582-85.1% |
| Participation rate | 96.3% | 63.1%+33.2pp | 69.3%+27.0pp | 71.3%+25.0pp |
| Annual return | 17.40% | 32.29%-14.9pp | 30.73%-13.3pp | 378.57%-361.2pp |
| Employer contribution / active EE | $423 | $1,406-69.9% | $2,501-83.1% | $2,148-80.3% |
| Participant deferral / active EE | $1,143 | $2,564-55.4% | $3,604-68.3% | $3,539-67.7% |
| Admin fee / account holder | $80 | $132-39.3% | $5,421-98.5% | $142-43.8% |