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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $8,069 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,211 | $52,293-5.9% | $178,498-72.4% | $73,412-33.0% |
| Participation rate | 27.8% | 65.3%-37.5pp | 81.9%-54.1pp | 72.2%-44.4pp |
| Annual return | 19.32% | 34.75%-15.4pp | 151.09%-131.8pp | 59.30%-40.0pp |
| Employer contribution / active EE | $316 | $1,735-81.8% | $5,011-93.7% | $2,234-85.9% |
| Participant deferral / active EE | $653 | $2,332-72.0% | $5,202-87.5% | $3,806-82.8% |
| Admin fee / account holder | $66 | $127-48.1% | $13,985-99.5% | $158-58.1% |