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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $70,849 |
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 | $97,598 | $58,093+68.0% | $80,022+22.0% | $56,289+73.4% |
| Participation rate | 91.8% | 73.6%+18.2pp | 75.8%+16.0pp | 69.9%+22.0pp |
| Annual return | -3.36% | 34.63%-38.0pp | 11.22%-14.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,803 | $1,933-6.7% | $2,468-26.9% | $2,111-14.6% |
| Participant deferral / active EE | $1,589 | $3,136-49.3% | $3,686-56.9% | $3,350-52.6% |
| Admin fee / account holder | $525 | $623-15.7% | $6,521-92.0% | $521+0.7% |