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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $20,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,451 | $23,385-33.9% | $69,182-77.7% | $57,658-73.2% |
| Participation rate | 52.5% | 37.9%+14.6pp | 55.1%-2.6pp | 70.2%-17.7pp |
| Annual return | 5.74% | -659.34%+665.1pp | -21.93%+27.7pp | 5.13%+0.6pp |
| Employer contribution / active EE | $137 | $422-67.5% | $1,206-88.6% | $1,974-93.0% |
| Participant deferral / active EE | $294 | $843-65.1% | $1,897-84.5% | $3,061-90.4% |
| Admin fee / account holder | $79 | $82-4.0% | $2,697-97.1% | $95-16.6% |