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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $26,271 |
MOORE COLSON3+ 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.
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 | $85,225 | $71,192+19.7% | $117,861-27.7% | $62,293+36.8% |
| Participation rate | 51.8% | 74.2%-22.4pp | 79.7%-27.9pp | 69.5%-17.7pp |
| Annual return | 11.62% | 18.66%-7.0pp | 335.11%-323.5pp | 28.90%-17.3pp |
| Employer contribution / active EE | $793 | $1,934-59.0% | $3,786-79.1% | $2,042-61.2% |
| Participant deferral / active EE | $2,270 | $3,189-28.8% | $4,482-49.3% | $3,169-28.4% |
| Admin fee / account holder | $349 | $587-40.6% | $8,021-95.7% | $479-27.2% |