Filed May 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $10,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,496 | $71,192+18.7% | $117,861-28.3% | $62,293+35.6% |
| Participation rate | 45.5% | 74.2%-28.7pp | 79.7%-34.1pp | 69.5%-24.0pp |
| Annual return | 15.30% | 18.66%-3.4pp | 335.11%-319.8pp | 28.90%-13.6pp |
| Employer contribution / active EE | $986 | $1,934-49.0% | $3,786-74.0% | $2,042-51.7% |
| Participant deferral / active EE | $1,646 | $3,189-48.4% | $4,482-63.3% | $3,169-48.1% |
| Admin fee / account holder | $163 | $587-72.2% | $8,021-98.0% | $479-66.0% |