Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $30,983 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,170 | $55,790-81.8% | $76,667-86.7% | $67,582-85.0% |
| Participation rate | 85.5% | 71.1%+14.4pp | 72.1%+13.4pp | 71.3%+14.2pp |
| Annual return | 16.86% | 64.45%-47.6pp | 1166.74%-1149.9pp | 378.57%-361.7pp |
| Employer contribution / active EE | $904 | $1,810-50.1% | $2,303-60.8% | $2,148-57.9% |
| Participant deferral / active EE | $1,525 | $2,875-47.0% | $3,336-54.3% | $3,539-56.9% |
| Admin fee / account holder | $89 | $159-44.3% | $6,423-98.6% | $142-37.7% |