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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE O N EQUITY SALES COMPANY Service code 27 ONE FINANCIAL WAY · CINCINNATI, OH 45242 | Advisory (Plan) | $9,714 |
PRIME BENEFITS, INC.1 year Filed as: PRIME BENEFITS Service code 99 · EIN 52-2204662 | Other Fees | $4,225 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 99 · EIN 23-1945930 | Other Fees | $265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,687 | $64,176-47.5% | $112,263-70.0% | $66,949-49.7% |
| Participation rate | 44.6% | 68.4%-23.8pp | 75.1%-30.4pp | 69.8%-25.2pp |
| Annual return | -15.30% | -13.80%-1.5pp | 27.49%-42.8pp | 1.57%-16.9pp |
| Employer contribution / active EE | $815 | $3,007-72.9% | $3,636-77.6% | $2,545-68.0% |
| Participant deferral / active EE | $951 | $3,694-74.2% | $4,729-79.9% | $4,239-77.6% |
| Admin fee / account holder | $181 | $626-71.1% | $6,410-97.2% | $594-69.5% |