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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $20,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,762 | $46,745-38.5% | $60,547-52.5% | $52,331-45.0% |
| Participation rate | 56.0% | 58.6%-2.6pp | 68.0%-12.0pp | 68.1%-12.1pp |
| Annual return | -1.17% | 0.61%-1.8pp | 335.64%-336.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $200 | $1,259-84.1% | $2,419-91.7% | $1,882-89.4% |
| Participant deferral / active EE | $1,453 | $2,145-32.3% | $3,328-56.3% | $3,022-51.9% |
| Admin fee / account holder | $239 | $537-55.5% | $4,536-94.7% | $592-59.7% |