Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $72,421 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $98,307 | $70,917+38.6% | $98,920-0.6% | $73,493+33.8% |
| Participation rate | 99.1% | 73.8%+25.3pp | 76.0%+23.1pp | 70.7%+28.4pp |
| Annual return | 15.13% | 34.18%-19.0pp | 196.47%-181.3pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,994 | $2,037+47.0% | $2,689+11.3% | $2,270+31.9% |
| Participant deferral / active EE | $1,784 | $3,501-49.1% | $4,245-58.0% | $3,740-52.3% |
| Admin fee / account holder | $553 | $535+3.4% | $6,643-91.7% | $513+7.7% |