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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $55,537 |
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.
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 | $75,133 | $71,192+5.5% | $117,861-36.3% | $62,293+20.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.15% | 18.66%-6.5pp | 335.11%-323.0pp | 28.90%-16.7pp |
| Employer contribution / active EE | $2,998 | $1,934+55.0% | $3,786-20.8% | $2,042+46.8% |
| Participant deferral / active EE | $4,804 | $3,189+50.7% | $4,482+7.2% | $3,169+51.6% |
| Admin fee / account holder | $441 | $587-24.8% | $8,021-94.5% | $479-7.9% |