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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $118,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,709 | $58,726-22.2% | $92,240-50.4% | $62,293-26.6% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 11.75% | 43.62%-31.9pp | 176.29%-164.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $2,407 | $2,392+0.6% | $3,680-34.6% | $2,042+17.9% |
| Participant deferral / active EE | $2,054 | $2,766-25.7% | $3,897-47.3% | $3,169-35.2% |
| Admin fee / account holder | $381 | $556-31.5% | $5,194-92.7% | $479-20.5% |