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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | -$170 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,264 | $64,909-47.2% | $82,313-58.4% | $62,293-45.0% |
| Participation rate | 80.8% | 74.9%+5.9pp | 76.9%+3.9pp | 69.5%+11.3pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $988 | $3,103-68.2% | $3,706-73.3% | $3,169-68.8% |
| Admin fee / account holder | -$1 | $440-100.3% | $5,608-100.0% | $479-100.2% |