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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $41,630 |
Employer 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.)
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 | $44,737 | $56,640-21.0% | $78,002-42.6% | $55,167-18.9% |
| Participation rate | 82.6% | 73.3%+9.2pp | 75.5%+7.0pp | 69.0%+13.6pp |
| Annual return | 6.78% | 2868.48%-2861.7pp | 425.99%-419.2pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,577 | $2,778-7.3% | $3,497-26.3% | $3,054-15.6% |
| Admin fee / account holder | $353 | $467-24.4% | $5,481-93.6% | $504-30.0% |