Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $1,675 |
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 | $56,943 | $60,165-5.4% | $74,184-23.2% | $55,167+3.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.54% | 10.00%-2.5pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $2,793 | $1,600+74.6% | $2,370+17.9% | $1,963+42.3% |
| Participant deferral / active EE | $4,075 | $2,973+37.1% | $3,550+14.8% | $3,054+33.4% |
| Admin fee / account holder | $12 | $419-97.2% | $5,586-99.8% | $504-97.6% |