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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $23,138 |
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 | $29,043 | $46,297-37.3% | $71,671-59.5% | $62,293-53.4% |
| Participation rate | 61.0% | 60.6%+0.4pp | 68.7%-7.7pp | 69.5%-8.5pp |
| Annual return | 14.22% | 22.32%-8.1pp | 20.65%-6.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $172 | $1,412-87.8% | $2,460-93.0% | $2,042-91.6% |
| Participant deferral / active EE | $1,874 | $2,235-16.2% | $3,438-45.5% | $3,169-40.9% |
| Admin fee / account holder | $239 | $461-48.2% | $5,558-95.7% | $479-50.2% |