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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $19,705 |
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 | $25,215 | $90,274-72.1% | $93,515-73.0% | $90,274-72.1% |
| Participation rate | 98.4% | 73.4%+25.0pp | 66.8%+31.6pp | 73.4%+25.0pp |
| Annual return | 16.36% | 53.97%-37.6pp | 78.21%-61.8pp | 53.97%-37.6pp |
| Employer contribution / active EE | $2,039 | $2,523-19.2% | $2,077-1.9% | $2,523-19.2% |
| Participant deferral / active EE | $1,315 | $4,231-68.9% | $3,129-58.0% | $4,231-68.9% |
| Admin fee / account holder | $7 | $114-94.1% | $5,235-99.9% | $114-94.1% |