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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $36,926 |
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 | $34,943 | $59,186-41.0% | $76,768-54.5% | $56,287-37.9% |
| Participation rate | 98.2% | 75.2%+23.0pp | 77.0%+21.2pp | 69.9%+28.3pp |
| Annual return | 7.95% | 6.62%+1.3pp | 2.43%+5.5pp | -9.96%+17.9pp |
| Employer contribution / active EE | $1,368 | $1,759-22.2% | $2,485-45.0% | $2,111-35.2% |
| Participant deferral / active EE | $2,582 | $3,255-20.7% | $3,852-33.0% | $3,350-22.9% |
| Admin fee / account holder | $141 | $489-71.2% | $6,675-97.9% | $521-72.9% |