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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $37,292 |
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.
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 | $14,796 | $61,473-75.9% | $81,726-81.9% | $73,412-79.8% |
| Participation rate | 82.2% | 72.4%+9.8pp | 72.0%+10.2pp | 72.2%+10.0pp |
| Annual return | 11.52% | 28.26%-16.7pp | 29.49%-18.0pp | 59.30%-47.8pp |
| Employer contribution / active EE | $1,031 | $1,898-45.7% | $4,311-76.1% | $2,234-53.8% |
| Participant deferral / active EE | $1,862 | $3,080-39.5% | $7,108-73.8% | $3,806-51.1% |
| Admin fee / account holder | $34 | $125-73.2% | $5,160-99.3% | $158-78.7% |