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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $47,074 |
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 | $68,195 | $66,302+2.9% | $110,241-38.1% | $56,287+21.2% |
| Participation rate | 90.3% | 74.9%+15.4pp | 79.8%+10.4pp | 69.9%+20.4pp |
| Annual return | -4.14% | -1.18%-3.0pp | 314.75%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,698 | $2,047+31.8% | $3,827-29.5% | $2,111+27.8% |
| Participant deferral / active EE | $4,293 | $3,381+27.0% | $4,672-8.1% | $3,350+28.2% |
| Admin fee / account holder | $332 | $698-52.5% | $8,548-96.1% | $521-36.3% |