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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $21,772 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,462 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 25 MERCHANT STREET · CINCINNATI, OH 452463740 | Contract Administrator | $3,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,923 | $102,661-61.1% | $151,645-73.7% | $66,949-40.4% |
| Participation rate | 74.9% | 85.5%-10.7pp | 87.5%-12.6pp | 69.8%+5.0pp |
| Annual return | -15.96% | -10.81%-5.1pp | 3.34%-19.3pp | 1.57%-17.5pp |
| Employer contribution / active EE | $2,842 | $4,184-32.1% | $6,165-53.9% | $2,545+11.7% |
| Participant deferral / active EE | $5,013 | $6,645-24.6% | $8,363-40.1% | $4,239+18.3% |
| Admin fee / account holder | $196 | $630-68.9% | $11,614-98.3% | $594-66.9% |