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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $18,253 |
FOELGNER RONZ & STRAW PA1+ years Service code 10 1301 66TH ST N · ST PETERSBURG, FL 33710 | Accounting | $6,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,296 | $72,177-66.3% | $115,037-78.9% | $59,633-59.3% |
| Participation rate | 68.6% | 72.6%-4.0pp | 81.4%-12.8pp | 68.7%-0.1pp |
| Annual return | -2.02% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $410 | $2,841-85.6% | $4,608-91.1% | $2,203-81.4% |
| Participant deferral / active EE | $2,467 | $4,783-48.4% | $6,026-59.1% | $3,192-22.7% |
| Admin fee / account holder | $225 | $4,927-95.4% | $8,175-97.2% | $4,297-94.8% |