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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $21,096 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,914 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 25 MERCHANT STREET · CINCINNATI, OH 452463740 | Contract Administrator | $10,369 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,243 | $130,294-63.7% | $170,057-72.2% | $71,529-34.0% |
| Participation rate | 80.6% | 86.2%-5.6pp | 87.0%-6.4pp | 67.9%+12.7pp |
| Annual return | 18.57% | 20.36%-1.8pp | 53.42%-34.8pp | 28.97%-10.4pp |
| Employer contribution / active EE | $3,126 | $4,385-28.7% | $6,790-54.0% | $2,590+20.7% |
| Participant deferral / active EE | $5,031 | $6,928-27.4% | $10,411-51.7% | $4,291+17.2% |
| Admin fee / account holder | $238 | $966-75.4% | $12,826-98.1% | $1,588-85.0% |