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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $44,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,358 | $56,640+80.7% | $78,002+31.2% | $55,167+85.5% |
| Participation rate | 89.4% | 73.3%+16.1pp | 75.5%+13.9pp | 69.0%+20.4pp |
| Annual return | 6.68% | 2868.48%-2861.8pp | 425.99%-419.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,947 | $1,724+13.0% | $2,470-21.2% | $1,963-0.8% |
| Participant deferral / active EE | $1,605 | $2,778-42.2% | $3,497-54.1% | $3,054-47.4% |
| Admin fee / account holder | $430 | $467-7.9% | $5,481-92.2% | $504-14.7% |