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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $21,930 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,394 | $42,396-42.5% | $67,313-63.8% | $56,289-56.7% |
| Participation rate | 69.7% | 61.0%+8.7pp | 69.1%+0.6pp | 69.9%-0.2pp |
| Annual return | -5.56% | -36.63%+31.1pp | -4.08%-1.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $181 | $1,414-87.2% | $2,566-92.9% | $2,111-91.4% |
| Participant deferral / active EE | $2,253 | $2,360-4.5% | $3,568-36.8% | $3,350-32.7% |
| Admin fee / account holder | $192 | $510-62.2% | $4,507-95.7% | $521-63.1% |