Filed June 16, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 34-6815341 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $27,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,507 | $33,745+61.5% | $64,105-15.0% | $55,191-1.2% |
| Participation rate | 27.1% | 59.4%-32.3pp | 68.2%-41.1pp | 69.2%-42.1pp |
| Annual return | 0.31% | 4.95%-4.6pp | 791.24%-790.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,102 | $641+71.9% | $1,820-39.5% | $1,899-42.0% |
| Participant deferral / active EE | $867 | $1,929-55.1% | $2,822-69.3% | $3,046-71.5% |
| Admin fee / account holder | $101 | $94+7.6% | $4,499-97.7% | $91+11.8% |