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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $119,812 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,143 | $100,801-26.4% | $149,745-50.5% | $73,412+1.0% |
| Participation rate | 70.9% | 77.7%-6.8pp | 82.5%-11.6pp | 72.2%-1.3pp |
| Annual return | 16.86% | 265.34%-248.5pp | 276.72%-259.9pp | 59.30%-42.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,129 | $6,404-35.5% | $6,843-39.7% | $3,806+8.5% |
| Admin fee / account holder | $311 | $181+72.1% | $9,312-96.7% | $158+97.1% |