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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $70,014 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,578 | $63,314-13.8% | $91,004-40.0% | $62,293-12.4% |
| Participation rate | 91.0% | 73.3%+17.7pp | 75.6%+15.4pp | 69.5%+21.5pp |
| Annual return | 12.80% | 21.00%-8.2pp | 4.60%+8.2pp | 28.90%-16.1pp |
| Employer contribution / active EE | $229 | $1,807-87.3% | $2,456-90.7% | $2,042-88.8% |
| Participant deferral / active EE | $1,900 | $2,944-35.4% | $3,548-46.4% | $3,169-40.0% |
| Admin fee / account holder | $327 | $468-30.0% | $5,417-94.0% | $479-31.7% |