Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $33,453 |
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 | $70,993 | $65,378+8.6% | $87,103-18.5% | $65,186+8.9% |
| Participation rate | 98.4% | 75.3%+23.1pp | 76.9%+21.6pp | 70.2%+28.2pp |
| Annual return | 25.26% | 31.28%-6.0pp | 28.19%-2.9pp | 29.39%-4.1pp |
| Employer contribution / active EE | $2,732 | $1,823+49.9% | $2,521+8.4% | $2,177+25.5% |
| Participant deferral / active EE | $4,169 | $3,389+23.0% | $4,049+3.0% | $3,514+18.6% |
| Admin fee / account holder | $182 | $520-65.0% | $7,491-97.6% | $847-78.5% |