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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $25,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,374 | $80,177-75.8% | $123,894-84.4% | $57,658-66.4% |
| Participation rate | 63.9% | 74.4%-10.6pp | 81.4%-17.6pp | 70.2%-6.4pp |
| Annual return | 18.76% | 17.90%+0.9pp | 47.52%-28.8pp | 5.13%+13.6pp |
| Employer contribution / active EE | $1,596 | $2,913-45.2% | $4,617-65.4% | $1,974-19.1% |
| Participant deferral / active EE | $2,950 | $5,130-42.5% | $5,984-50.7% | $3,061-3.6% |
| Admin fee / account holder | $112 | $106+5.2% | $8,357-98.7% | $95+18.3% |