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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $10,261 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,094 | $55,636+99.7% | $81,982+35.5% | $73,497+51.2% |
| Participation rate | 91.9% | 62.3%+29.6pp | 69.3%+22.6pp | 70.7%+21.2pp |
| Annual return | 11.43% | 19.07%-7.6pp | 41.31%-29.9pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,730 | $1,625+6.5% | $2,498-30.8% | $2,270-23.8% |
| Participant deferral / active EE | $4,315 | $2,762+56.2% | $3,722+15.9% | $3,740+15.4% |
| Admin fee / account holder | $71 | $493-85.5% | $5,665-98.7% | $513-86.1% |