Filed January 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $4,128 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,829 | $63,924-51.8% | $108,579-71.6% | $55,167-44.1% |
| Participation rate | 79.8% | 74.3%+5.4pp | 79.6%+0.2pp | 69.0%+10.8pp |
| Annual return | 4.58% | 15.31%-10.7pp | -51.70%+56.3pp | 169.23%-164.6pp |
| Employer contribution / active EE | $566 | $1,879-69.9% | $3,758-84.9% | $1,963-71.2% |
| Participant deferral / active EE | $3,190 | $3,067+4.0% | $4,311-26.0% | $3,054+4.5% |
| Admin fee / account holder | $20 | $618-96.7% | $7,645-99.7% | $504-96.0% |