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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $15,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,592 | $25,165+49.4% | $73,545-48.9% | $77,958-51.8% |
| Participation rate | 42.0% | 36.6%+5.4pp | 54.9%-12.9pp | 71.6%-29.6pp |
| Annual return | 15.37% | 18.12%-2.8pp | -15.16%+30.5pp | 20.87%-5.5pp |
| Employer contribution / active EE | $377 | $395-4.6% | $1,219-69.0% | $2,310-83.7% |
| Participant deferral / active EE | $1,133 | $898+26.2% | $1,806-37.2% | $3,537-68.0% |
| Admin fee / account holder | $16 | $76-78.9% | $2,320-99.3% | $97-83.6% |