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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $20,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,460 | $79,519-46.6% | $95,956-55.8% | $73,412-42.2% |
| Participation rate | 52.7% | 81.2%-28.4pp | 77.1%-24.3pp | 72.2%-19.4pp |
| Annual return | 21.80% | 19.20%+2.6pp | 91.63%-69.8pp | 59.30%-37.5pp |
| Employer contribution / active EE | $714 | $2,048-65.1% | $2,541-71.9% | $2,234-68.0% |
| Participant deferral / active EE | $2,546 | $4,138-38.5% | $4,167-38.9% | $3,806-33.1% |
| Admin fee / account holder | $134 | $184-27.2% | $6,797-98.0% | $158-15.0% |