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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $60,729 |
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 | $45,702 | $65,376-30.1% | $87,102-47.5% | $65,185-29.9% |
| Participation rate | 74.0% | 75.3%-1.3pp | 76.9%-2.9pp | 70.2%+3.8pp |
| Annual return | 18.44% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,058 | $3,388-39.3% | $4,048-49.2% | $3,514-41.4% |
| Admin fee / account holder | $431 | $520-17.1% | $7,491-94.3% | $847-49.2% |