Filed May 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $27,985 |
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.
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.
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 | $75,480 | $66,302+13.8% | $110,243-31.5% | $56,289+34.1% |
| Participation rate | 46.3% | 74.9%-28.6pp | 79.8%-33.5pp | 69.9%-23.5pp |
| Annual return | -7.82% | -1.18%-6.6pp | 314.76%-322.6pp | -9.96%+2.1pp |
| Employer contribution / active EE | $956 | $2,047-53.3% | $3,827-75.0% | $2,111-54.7% |
| Participant deferral / active EE | $1,619 | $3,381-52.1% | $4,672-65.3% | $3,350-51.7% |
| Admin fee / account holder | $412 | $698-41.1% | $8,548-95.2% | $521-21.0% |