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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $33,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,697 | $46,360-7.9% | $147,617-71.1% | $52,331-18.4% |
| Participation rate | 54.8% | 64.9%-10.2pp | 84.6%-29.8pp | 68.1%-13.3pp |
| Annual return | -1.05% | 1.62%-2.7pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $861 | $2,126-59.5% | $5,565-84.5% | $1,882-54.2% |
| Participant deferral / active EE | $2,178 | $2,258-3.5% | $4,895-55.5% | $3,022-27.9% |
| Admin fee / account holder | $212 | $766-72.4% | $11,611-98.2% | $592-64.2% |