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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $3,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,442 | $37,196-77.3% | $154,114-94.5% | $55,725-84.8% |
| Participation rate | 9.8% | 64.1%-54.3pp | 83.0%-73.2pp | 70.9%-61.0pp |
| Annual return | 153.92% | 1319.68%-1165.8pp | 735.16%-581.2pp | 244.93%-91.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $788 | $2,068-61.9% | $5,081-84.5% | $3,356-76.5% |
| Admin fee / account holder | $62 | $102-39.3% | $13,411-99.5% | $115-46.4% |