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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $18,691 |
LANGFORD DE KOCK LLP1 year Service code 10 225 PEACHTREE ST NE · ATLANTA, GA 30303 | Accounting | $1,079 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,288 | $60,165-72.9% | $74,184-78.0% | $55,167-70.5% |
| Participation rate | 50.8% | 74.2%-23.3pp | 76.6%-25.8pp | 69.0%-18.2pp |
| Annual return | 7.55% | 10.00%-2.4pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,008 | $1,600-37.0% | $2,370-57.5% | $1,963-48.7% |
| Participant deferral / active EE | $1,283 | $2,973-56.8% | $3,550-63.9% | $3,054-58.0% |
| Admin fee / account holder | $175 | $419-58.3% | $5,586-96.9% | $504-65.3% |