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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $75,630 |
SCHEAR & SCHEAR1+ years Filed as: SCHEAR & SCHEAR, CPAS Service code 10 4695 LAKE FOREST DR STE 300 · CINCINNATI, OH 45242 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,486 | $73,102+32.0% | $123,553-21.9% | $56,289+71.4% |
| Participation rate | 56.8% | 74.3%-17.6pp | 82.3%-25.5pp | 69.9%-13.1pp |
| Annual return | -5.84% | 3.01%-8.8pp | 119.21%-125.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $786 | $2,977-73.6% | $4,628-83.0% | $2,111-62.8% |
| Participant deferral / active EE | $3,071 | $5,423-43.4% | $6,426-52.2% | $3,350-8.3% |
| Admin fee / account holder | $651 | $554+17.6% | $9,284-93.0% | $521+24.9% |