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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $37,347 |
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 | $45,620 | $59,186-22.9% | $76,768-40.6% | $56,287-19.0% |
| Participation rate | 60.2% | 75.2%-15.1pp | 77.0%-16.8pp | 69.9%-9.7pp |
| Annual return | -5.82% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,600 | $3,255-20.1% | $3,852-32.5% | $3,350-22.4% |
| Admin fee / account holder | $319 | $489-34.7% | $6,675-95.2% | $521-38.7% |