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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $24,514 |
REHMANN ROBSON4+ years Filed as: THE REHMANN GROUP LLC Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $61,258 | $53,596+14.3% | $90,657-32.4% | $64,173-4.5% |
| Participation rate | 53.4% | 64.5%-11.1pp | 74.0%-20.6pp | 69.6%-16.2pp |
| Annual return | -6.80% | 4.41%-11.2pp | 1.89%-8.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $205 | $1,503-86.3% | $2,532-91.9% | $2,381-91.4% |
| Participant deferral / active EE | $2,648 | $2,459+7.7% | $3,424-22.7% | $3,470-23.7% |
| Admin fee / account holder | $472 | $3,868-87.8% | $4,994-90.6% | $4,887-90.4% |