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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $20,766 |
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).
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 | $27,148 | $44,425-38.9% | $67,834-60.0% | $55,167-50.8% |
| Participation rate | 59.2% | 59.7%-0.5pp | 68.8%-9.6pp | 69.0%-9.8pp |
| Annual return | 6.04% | 17.80%-11.8pp | 138.47%-132.4pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,772 | $2,166-18.2% | $3,160-43.9% | $3,054-42.0% |
| Admin fee / account holder | $236 | $530-55.5% | $4,622-94.9% | $504-53.2% |