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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $17,680 | $47,456-62.7% | $172,752-89.8% | $77,775-77.3% |
| Participation rate | 64.7% | 66.3%-1.6pp | 82.6%-18.0pp | 73.2%-8.5pp |
| Annual return | 20.68% | 35.57%-14.9pp | 802.97%-782.3pp | 32.58%-11.9pp |
| Employer contribution / active EE | $648 | $1,574-58.8% | $5,144-87.4% | $2,504-74.1% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $13,955-100.0% | $100-100.0% |