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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $64,329 |
MCM CPAS & ADVISORS LLP1+ years Service code 10 · EIN 27-1235638 462 4TH ST 2600 · LOUISVILLE, KY 40202 | Accounting | $9,500 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,547 |
FORRESTALL CPAS1+ years Filed as: FORRESTALL CPAS, LLC Service code 10 · EIN 54-2412540 | Accounting | $885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $32,662 | $23,224+40.6% | $71,089-54.1% | $55,725-41.4% |
| Participation rate | 10.7% | 37.9%-27.1pp | 54.6%-43.9pp | 70.9%-60.1pp |
| Annual return | -3.84% | -2.87%-1.0pp | 650.65%-654.5pp | 244.93%-248.8pp |
| Employer contribution / active EE | $0 | $436-99.9% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2 | $929-99.8% | $1,873-99.9% | $3,356-99.9% |
| Admin fee / account holder | $384 | $118+225.3% | $3,082-87.6% | $115+233.1% |