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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $75,681 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $124,858 | $52,884+136.1% | $84,753+47.3% | $55,167+126.3% |
| Participation rate | 85.1% | 67.5%+17.6pp | 76.6%+8.5pp | 69.0%+16.1pp |
| Annual return | 7.61% | 18.03%-10.4pp | 22.78%-15.2pp | 169.23%-161.6pp |
| Employer contribution / active EE | $8,524 | $2,233+281.7% | $3,574+138.5% | $1,963+334.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $411 | $581-29.2% | $5,333-92.3% | $504-18.4% |