Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $7,220 |
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 | $68,224 | $64,909+5.1% | $82,312-17.1% | $62,293+9.5% |
| Participation rate | 96.4% | 74.9%+21.5pp | 76.9%+19.5pp | 69.5%+26.8pp |
| Annual return | 25.33% | 21.18%+4.1pp | 25.88%-0.6pp | 28.90%-3.6pp |
| Employer contribution / active EE | $2,786 | $1,676+66.2% | $2,428+14.7% | $2,042+36.4% |
| Participant deferral / active EE | $4,245 | $3,103+36.8% | $3,706+14.5% | $3,169+33.9% |
| Admin fee / account holder | $53 | $440-88.0% | $5,608-99.1% | $479-89.0% |