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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $51,292 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $3,462 |
TFS ADVISORY SERVICES1 year Filed as: TFS SECURITIES, INC. Service code 61 88 SOUTH FINLEY AVE · BASKING RIDGE, NJ 07920 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,446 | $104,336-24.8% | $159,474-50.8% | $86,821-9.6% |
| Participation rate | 75.3% | 77.7%-2.4pp | 82.8%-7.5pp | 72.3%+3.0pp |
| Annual return | 13.63% | 26.32%-12.7pp | 263.68%-250.0pp | 97.94%-84.3pp |
| Employer contribution / active EE | $1,281 | $3,451-62.9% | $4,831-73.5% | $2,406-46.7% |
| Participant deferral / active EE | $4,855 | $6,837-29.0% | $7,353-34.0% | $4,132+17.5% |
| Admin fee / account holder | $70 | $172-59.2% | $10,802-99.3% | $170-58.5% |