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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $43,409 |
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.)
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 | $49,698 | $64,909-23.4% | $82,312-39.6% | $62,293-20.2% |
| Participation rate | 68.3% | 74.9%-6.5pp | 76.9%-8.5pp | 69.5%-1.2pp |
| Annual return | 11.19% | 21.18%-10.0pp | 25.88%-14.7pp | 28.90%-17.7pp |
| Employer contribution / active EE | $12 | $1,676-99.3% | $2,428-99.5% | $2,042-99.4% |
| Participant deferral / active EE | $2,159 | $3,103-30.4% | $3,706-41.7% | $3,169-31.9% |
| Admin fee / account holder | $356 | $440-19.1% | $5,608-93.7% | $479-25.8% |