Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $38,408 |
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 | $59,495 | $59,191+0.5% | $76,767-22.5% | $56,289+5.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -7.03% | 6.62%-13.7pp | 2.43%-9.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $2,919 | $1,759+66.0% | $2,485+17.4% | $2,111+38.3% |
| Participant deferral / active EE | $4,435 | $3,255+36.3% | $3,852+15.2% | $3,350+32.4% |
| Admin fee / account holder | $231 | $489-52.7% | $6,675-96.5% | $521-55.6% |