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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $92,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,161 | $50,498-30.4% | $75,784-53.6% | $55,191-36.3% |
| Participation rate | 24.8% | 69.4%-44.6pp | 75.8%-51.0pp | 69.2%-44.3pp |
| Annual return | -2.22% | 1.80%-4.0pp | 9.68%-11.9pp | 10.78%-13.0pp |
| Employer contribution / active EE | $1,465 | $2,291-36.0% | $3,323-55.9% | $1,899-22.8% |
| Participant deferral / active EE | $1,108 | $2,589-57.2% | $3,652-69.7% | $3,046-63.6% |
| Admin fee / account holder | $291 | $123+136.6% | $5,300-94.5% | $91+220.7% |