Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 24 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Discretionary Trustee | $50,043 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,163 | $63,924+6.6% | $108,582-37.2% | $55,167+23.6% |
| Participation rate | 91.7% | 74.3%+17.3pp | 79.6%+12.1pp | 69.0%+22.7pp |
| Annual return | 7.62% | 15.31%-7.7pp | -51.70%+59.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $4,941 | $1,879+162.9% | $3,758+31.5% | $1,963+151.8% |
| Participant deferral / active EE | $4,038 | $3,067+31.7% | $4,311-6.3% | $3,054+32.2% |
| Admin fee / account holder | $449 | $618-27.3% | $7,645-94.1% | $504-10.9% |