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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $11,377 |
Annual investment return 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 | $27,297 | $85,766-68.2% | $136,298-80.0% | $70,126-61.1% |
| Participation rate | 86.5% | 74.2%+12.4pp | 81.9%+4.6pp | 69.5%+17.0pp |
| Annual return | 11.59% | 31.46%-19.9pp | 5156.27%-5144.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $541 | $2,966-81.8% | $4,696-88.5% | $2,343-76.9% |
| Participant deferral / active EE | $3,139 | $5,051-37.9% | $6,247-49.8% | $3,332-5.8% |
| Admin fee / account holder | $113 | $5,421-97.9% | $9,244-98.8% | $4,645-97.6% |