Filed June 8, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,495 | $54,320-5.2% | $67,652-23.9% | $52,331-1.6% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.7%+23.4pp | 68.1%+31.0pp |
| Annual return | -2.01% | 6.81%-8.8pp | 6625.40%-6627.4pp | 4.54%-6.6pp |
| Employer contribution / active EE | $2,579 | $1,544+67.0% | $2,266+13.8% | $1,882+37.0% |
| Participant deferral / active EE | $4,542 | $2,950+54.0% | $3,560+27.6% | $3,022+50.3% |
| Admin fee / account holder | $3 | $527-99.5% | $4,821-99.9% | $592-99.6% |