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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $24,746 |
MOORE COLSON1+ years Filed as: MOORE STEPHENS DOEREN MAYHEW & CO, Service code 10 305 W BIG BEAVER RD · TROY, MI 48084 | Accounting | $10,000 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,332 | $57,108+14.4% | $94,229-30.7% | $52,331+24.8% |
| Participation rate | 65.1% | 72.9%-7.8pp | 78.8%-13.6pp | 68.1%-3.0pp |
| Annual return | -1.68% | 1.47%-3.2pp | 10.68%-12.4pp | 4.54%-6.2pp |
| Employer contribution / active EE | $777 | $1,735-55.2% | $3,587-78.3% | $1,882-58.7% |
| Participant deferral / active EE | $2,171 | $3,040-28.6% | $4,320-49.7% | $3,022-28.2% |
| Admin fee / account holder | $382 | $546-30.2% | $6,269-93.9% | $592-35.5% |