Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $38,014 |
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 | $79,243 | $73,638+7.6% | $95,964-17.4% | $73,497+7.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 21.47% | 16.78%+4.7pp | 91.64%-70.2pp | 28.51%-7.0pp |
| Employer contribution / active EE | $2,576 | $1,863+38.3% | $2,541+1.4% | $2,270+13.5% |
| Participant deferral / active EE | $4,291 | $3,617+18.6% | $4,167+3.0% | $3,740+14.7% |
| Admin fee / account holder | $188 | $482-61.0% | $6,797-97.2% | $513-63.3% |