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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $68,428 |
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 | $121,542 | $55,449+119.2% | $83,850+45.0% | $56,287+115.9% |
| Participation rate | 86.4% | 68.0%+18.4pp | 76.1%+10.3pp | 69.9%+16.6pp |
| Annual return | -4.23% | -1.38%-2.8pp | 850.92%-855.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $9,329 | $2,430+283.8% | $3,631+156.9% | $2,111+341.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $372 | $656-43.3% | $5,478-93.2% | $521-28.5% |