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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $12,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,004 | $59,186-54.4% | $76,766-64.8% | $56,287-52.0% |
| Participation rate | 51.4% | 75.2%-23.8pp | 77.0%-25.6pp | 69.9%-18.5pp |
| Annual return | -0.98% | 6.62%-7.6pp | 2.43%-3.4pp | -9.96%+9.0pp |
| Employer contribution / active EE | $601 | $1,759-65.8% | $2,485-75.8% | $2,111-71.5% |
| Participant deferral / active EE | $1,985 | $3,255-39.0% | $3,851-48.5% | $3,350-40.7% |
| Admin fee / account holder | $105 | $489-78.6% | $6,675-98.4% | $521-79.9% |