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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $85,314 |
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 | $151,606 | $69,383+118.5% | $101,264+49.7% | $73,493+106.3% |
| Participation rate | 88.8% | 68.4%+20.4pp | 75.8%+13.0pp | 70.7%+18.1pp |
| Annual return | 12.37% | 18.46%-6.1pp | 46.48%-34.1pp | 28.51%-16.1pp |
| Employer contribution / active EE | $9,691 | $2,628+268.7% | $3,660+164.8% | $2,270+326.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $440 | $704-37.5% | $5,947-92.6% | $513-14.3% |