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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $675 |
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 | $53,854 | $60,165-10.5% | $74,185-27.4% | $55,167-2.4% |
| Participation rate | 73.9% | 74.2%-0.3pp | 76.6%-2.7pp | 69.0%+4.9pp |
| Annual return | 8.30% | 10.00%-1.7pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $629 | $1,600-60.7% | $2,370-73.5% | $1,963-68.0% |
| Participant deferral / active EE | $1,796 | $2,973-39.6% | $3,550-49.4% | $3,054-41.2% |
| Admin fee / account holder | $4 | $419-99.1% | $5,586-99.9% | $504-99.2% |