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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $12,806 |
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 | $95,965 | $60,165+59.5% | $74,184+29.4% | $55,167+74.0% |
| Participation rate | 87.7% | 74.2%+13.6pp | 76.6%+11.1pp | 69.0%+18.7pp |
| Annual return | 9.83% | 10.00%-0.2pp | 17.74%-7.9pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,114 | $1,600-30.3% | $2,370-53.0% | $1,963-43.2% |
| Participant deferral / active EE | $2,918 | $2,973-1.8% | $3,550-17.8% | $3,054-4.5% |
| Admin fee / account holder | $64 | $419-84.8% | $5,586-98.9% | $504-87.4% |