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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $11,133 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,430 | $77,816-69.9% | $123,549-81.0% | $64,181-63.5% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -7.47% | 12.49%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $524 | $3,014-82.6% | $4,628-88.7% | $2,381-78.0% |
| Participant deferral / active EE | $3,619 | $5,240-30.9% | $6,426-43.7% | $3,470+4.3% |
| Admin fee / account holder | $107 | $5,519-98.1% | $9,284-98.8% | $4,887-97.8% |