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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $34,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,969 | $63,314-85.8% | $91,004-90.1% | $62,293-85.6% |
| Participation rate | 52.2% | 73.3%-21.1pp | 75.6%-23.4pp | 69.5%-17.3pp |
| Annual return | -63.17% | 21.00%-84.2pp | 4.60%-67.8pp | 28.90%-92.1pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,836 | $2,944-37.6% | $3,548-48.3% | $3,169-42.1% |
| Admin fee / account holder | $445 | $468-4.8% | $5,417-91.8% | $479-7.1% |