Filed October 27, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $66,475 |
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 | $43,394 | $36,916+17.5% | $156,551-72.3% | $57,658-24.7% |
| Participation rate | 79.8% | 63.4%+16.4pp | 84.0%-4.2pp | 70.2%+9.6pp |
| Annual return | 8.22% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,193 | $1,571-24.1% | $5,501-78.3% | $1,974-39.6% |
| Participant deferral / active EE | $1,716 | $1,926-10.9% | $4,871-64.8% | $3,061-43.9% |
| Admin fee / account holder | $139 | $82+68.6% | $13,028-98.9% | $95+47.1% |