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) | $140,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,362 | $62,928-16.8% | $172,753-69.7% | $67,582-22.5% |
| Participation rate | 67.0% | 64.5%+2.5pp | 82.6%-15.6pp | 71.3%-4.3pp |
| Annual return | 19.69% | 30.36%-10.7pp | 803.00%-783.3pp | 378.57%-358.9pp |
| Employer contribution / active EE | $918 | $1,636-43.9% | $5,144-82.2% | $2,148-57.3% |
| Participant deferral / active EE | $2,098 | $2,145-2.2% | $5,198-59.6% | $3,539-40.7% |
| Admin fee / account holder | $310 | $167+86.0% | $13,956-97.8% | $142+117.8% |