Filed June 16, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $86,120 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $9,500 |
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 | $69,704 | $40,174+73.5% | $84,015-17.0% | $67,579+3.1% |
| Participation rate | 37.6% | 62.7%-25.1pp | 69.0%-31.4pp | 71.3%-33.7pp |
| Annual return | 27.56% | 25.82%+1.7pp | 71.31%-43.7pp | 378.56%-351.0pp |
| Employer contribution / active EE | $1,492 | $808+84.7% | $1,983-24.8% | $2,148-30.5% |
| Participant deferral / active EE | $1,223 | $2,301-46.9% | $3,239-62.2% | $3,539-65.5% |
| Admin fee / account holder | $253 | $128+97.4% | $6,101-95.8% | $142+78.0% |