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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $25,243 |
MOORE COLSON2+ years Filed as: MOORE STEPHENS DOEREN MAYHEW & CO, Service code 10 305 W BIG BEAVER RD · TROY, MI 48084 | Accounting | $10,000 |
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.
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 | $77,484 | $63,924+21.2% | $108,582-28.6% | $55,167+40.5% |
| Participation rate | 61.0% | 74.3%-13.3pp | 79.6%-18.5pp | 69.0%-8.0pp |
| Annual return | 5.17% | 15.31%-10.1pp | -51.70%+56.9pp | 169.23%-164.1pp |
| Employer contribution / active EE | $896 | $1,879-52.3% | $3,758-76.2% | $1,963-54.3% |
| Participant deferral / active EE | $2,482 | $3,067-19.1% | $4,311-42.4% | $3,054-18.7% |
| Admin fee / account holder | $346 | $618-44.1% | $7,645-95.5% | $504-31.4% |