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) | $97,079 |
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 | $46,143 | $37,196+24.1% | $154,108-70.1% | $55,725-17.2% |
| Participation rate | 71.5% | 64.1%+7.4pp | 83.0%-11.5pp | 70.9%+0.6pp |
| Annual return | -6.12% | 1319.68%-1325.8pp | 735.21%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $834 | $1,614-48.3% | $5,298-84.3% | $2,078-59.9% |
| Participant deferral / active EE | $2,144 | $2,068+3.6% | $5,081-57.8% | $3,356-36.1% |
| Admin fee / account holder | $212 | $102+108.6% | $13,411-98.4% | $115+84.0% |