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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $19,022 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,732 | $75,183-72.4% | $123,894-83.3% | $55,167-62.4% |
| Participation rate | 59.8% | 72.8%-13.0pp | 81.4%-21.6pp | 69.0%-9.2pp |
| Annual return | 6.69% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $542 | $5,084-89.3% | $5,984-90.9% | $3,054-82.3% |
| Admin fee / account holder | $228 | $663-65.6% | $8,357-97.3% | $504-54.8% |