Filed October 27, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $62,299 |
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 | $40,961 | $37,117+10.4% | $147,617-72.3% | $55,191-25.8% |
| Participation rate | 78.0% | 63.6%+14.4pp | 84.6%-6.7pp | 69.2%+8.8pp |
| Annual return | -0.29% | 3.44%-3.7pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,092 | $1,620-32.6% | $5,564-80.4% | $1,899-42.5% |
| Participant deferral / active EE | $1,703 | $1,985-14.2% | $4,895-65.2% | $3,046-44.1% |
| Admin fee / account holder | $135 | $86+58.0% | $11,612-98.8% | $91+48.9% |