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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $18,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,148 | $64,909-65.9% | $82,312-73.1% | $62,293-64.4% |
| Participation rate | 46.5% | 74.9%-28.4pp | 76.9%-30.4pp | 69.5%-23.0pp |
| Annual return | 23.37% | 21.18%+2.2pp | 25.88%-2.5pp | 28.90%-5.5pp |
| Employer contribution / active EE | $617 | $1,676-63.2% | $2,428-74.6% | $2,042-69.8% |
| Participant deferral / active EE | $1,780 | $3,103-42.7% | $3,706-52.0% | $3,169-43.8% |
| Admin fee / account holder | $279 | $440-36.5% | $5,608-95.0% | $479-41.8% |