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) | $80,749 |
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 | $49,909 | $46,173+8.1% | $170,435-70.7% | $69,631-28.3% |
| Participation rate | 75.4% | 63.9%+11.5pp | 83.6%-8.2pp | 70.7%+4.8pp |
| Annual return | 13.42% | 21.62%-8.2pp | 205.94%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $814 | $1,610-49.4% | $5,432-85.0% | $2,032-59.9% |
| Participant deferral / active EE | $1,949 | $2,080-6.3% | $4,939-60.5% | $3,224-39.5% |
| Admin fee / account holder | $176 | $116+52.0% | $13,881-98.7% | $110+59.6% |