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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $16,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,604 | $55,790-12.9% | $76,823-36.7% | $67,579-28.1% |
| Participation rate | 25.4% | 71.1%-45.7pp | 72.1%-46.7pp | 71.3%-45.9pp |
| Annual return | 20.31% | 64.45%-44.1pp | 1166.42%-1146.1pp | 378.56%-358.2pp |
| Employer contribution / active EE | $519 | $1,810-71.3% | $2,302-77.5% | $2,148-75.8% |
| Participant deferral / active EE | $801 | $2,875-72.1% | $3,336-76.0% | $3,539-77.4% |
| Admin fee / account holder | $162 | $159+1.7% | $6,422-97.5% | $142+13.7% |