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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $59,105 |
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 | $105,999 | $63,314+67.4% | $91,004+16.5% | $62,293+70.2% |
| Participation rate | 94.0% | 73.3%+20.7pp | 75.6%+18.4pp | 69.5%+24.5pp |
| Annual return | 10.54% | 21.00%-10.5pp | 4.60%+5.9pp | 28.90%-18.4pp |
| Employer contribution / active EE | $2,081 | $1,807+15.2% | $2,456-15.3% | $2,042+1.9% |
| Participant deferral / active EE | $1,596 | $2,944-45.8% | $3,548-55.0% | $3,169-49.7% |
| Admin fee / account holder | $505 | $468+8.0% | $5,417-90.7% | $479+5.3% |