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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $194,430 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,402 | $46,173+46.0% | $170,436-60.5% | $69,631-3.2% |
| Participation rate | 71.5% | 63.9%+7.6pp | 83.6%-12.1pp | 70.7%+0.8pp |
| Annual return | 12.51% | 21.62%-9.1pp | 205.94%-193.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $9,179 | $1,610+470.2% | $5,433+69.0% | $2,032+351.7% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $426 | $116+267.7% | $13,880-96.9% | $110+286.1% |