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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $21,940 |
Filed as: ALEXANDER & COMPANY CPAS PSC Service code 10 2707 BRECKENRIDGE ST STE 1 · OWENSBORO, KY 42303 | Accounting | $6,700 |
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 | $113,320 | $64,909+74.6% | $82,312+37.7% | $62,293+81.9% |
| Participation rate | 89.2% | 74.9%+14.4pp | 76.9%+12.3pp | 69.5%+19.7pp |
| Annual return | 18.72% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,108 | $1,676-33.9% | $2,428-54.4% | $2,042-45.8% |
| Participant deferral / active EE | $2,867 | $3,103-7.6% | $3,706-22.6% | $3,169-9.5% |
| Admin fee / account holder | $148 | $440-66.2% | $5,608-97.4% | $479-69.0% |