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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $16,462 |
MRPR GROUP PC1 year Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $6,700 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,470 | $41,467+2.4% | $67,313-36.9% | $55,725-23.8% |
| Participation rate | 21.3% | 62.5%-41.2pp | 69.1%-47.8pp | 70.9%-49.6pp |
| Annual return | -5.54% | 0.82%-6.4pp | -4.08%-1.5pp | 244.93%-250.5pp |
| Employer contribution / active EE | $84 | $1,316-93.6% | $2,566-96.7% | $2,078-95.9% |
| Participant deferral / active EE | $824 | $2,399-65.6% | $3,568-76.9% | $3,356-75.4% |
| Admin fee / account holder | $214 | $102+110.1% | $4,507-95.2% | $115+86.2% |