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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $72,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,661 | $46,332-29.5% | $143,799-77.3% | $64,819-49.6% |
| Participation rate | 69.2% | 64.2%+5.0pp | 80.3%-11.1pp | 71.5%-2.3pp |
| Annual return | -12.64% | -10.05%-2.6pp | -0.04%-12.6pp | 32.84%-45.5pp |
| Employer contribution / active EE | $794 | $1,911-58.4% | $4,952-84.0% | $2,507-68.3% |
| Participant deferral / active EE | $3,568 | $2,647+34.8% | $5,638-36.7% | $4,311-17.2% |
| Admin fee / account holder | $192 | $154+24.5% | $14,677-98.7% | $188+2.0% |