Filed May 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $38,829 |
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.)
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 | $240,771 | $86,341+178.9% | $125,195+92.3% | $65,186+269.4% |
| Participation rate | 18.7% | 75.3%-56.7pp | 79.8%-61.1pp | 70.2%-51.5pp |
| Annual return | 21.06% | 27.44%-6.4pp | 43.79%-22.7pp | 29.39%-8.3pp |
| Employer contribution / active EE | $915 | $2,040-55.1% | $3,866-76.3% | $2,177-58.0% |
| Participant deferral / active EE | $1,582 | $3,538-55.3% | $4,937-68.0% | $3,514-55.0% |
| Admin fee / account holder | $1,553 | $609+154.9% | $9,704-84.0% | $847+83.3% |