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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE · CINCINNATI, OH 45263 | Recordkeeping Fees | $51,008 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $160,936 | $89,652+79.5% | $141,162+14.0% | $65,185+146.9% |
| Participation rate | 93.6% | 74.7%+18.9pp | 82.5%+11.2pp | 70.2%+23.4pp |
| Annual return | 11.59% | 32.79%-21.2pp | 71.39%-59.8pp | 29.38%-17.8pp |
| Employer contribution / active EE | $7,165 | $3,065+133.8% | $4,735+51.3% | $2,177+229.2% |
| Participant deferral / active EE | $8,786 | $5,691+54.4% | $6,709+31.0% | $3,514+150.1% |
| Admin fee / account holder | $316 | $569-44.4% | $10,261-96.9% | $847-62.7% |