Filed January 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $10,539 |
LOTH HOLDINGS LLC1 year Service code 99 3574 E KEMPER RD · CINCINNATI, OH 45241 | Other Fees | $9,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,981 | $71,192-52.3% | $117,854-71.2% | $62,292-45.4% |
| Participation rate | 88.2% | 74.2%+14.0pp | 79.7%+8.6pp | 69.5%+18.7pp |
| Annual return | 19.46% | 18.66%+0.8pp | 335.08%-315.6pp | 28.90%-9.4pp |
| Employer contribution / active EE | $698 | $1,934-63.9% | $3,786-81.6% | $2,042-65.8% |
| Participant deferral / active EE | $3,956 | $3,189+24.1% | $4,482-11.7% | $3,169+24.8% |
| Admin fee / account holder | $90 | $587-84.7% | $8,020-98.9% | $479-81.2% |