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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Contract Administrator | $67,101 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,877 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,644 | $73,638-20.4% | $95,960-38.9% | $73,493-20.2% |
| Participation rate | 74.6% | 76.2%-1.6pp | 77.1%-2.5pp | 70.7%+3.9pp |
| Annual return | 9.34% | 16.78%-7.4pp | 91.63%-82.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,278 | $3,617-37.0% | $4,167-45.3% | $3,740-39.1% |
| Admin fee / account holder | $641 | $482+33.1% | $6,797-90.6% | $513+25.0% |