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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $70,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,064 | $55,449-20.5% | $83,850-47.4% | $56,287-21.7% |
| Participation rate | 68.0% | 68.0%0pp | 76.1%-8.2pp | 69.9%-1.9pp |
| Annual return | -5.29% | -1.38%-3.9pp | 850.92%-856.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,694 | $2,430+10.8% | $3,631-25.8% | $2,111+27.6% |
| Participant deferral / active EE | $2,308 | $2,935-21.4% | $4,082-43.5% | $3,350-31.1% |
| Admin fee / account holder | $267 | $656-59.3% | $5,478-95.1% | $521-48.7% |