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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $124,281 |
AREHART ASSOCIATES LTD1 year Service code 10 320 FEDERAL ST · WAYNESBORO, VA 22980 | Accounting | $15,000 |
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 | $78,240 | $69,231+13.0% | $91,994-15.0% | $67,582+15.8% |
| Participation rate | 96.4% | 78.9%+17.5pp | 78.6%+17.8pp | 71.3%+25.1pp |
| Annual return | 61.50% | 32.03%+29.5pp | 69.04%-7.5pp | 378.57%-317.1pp |
| Employer contribution / active EE | $2,645 | $2,284+15.8% | $3,453-23.4% | $2,148+23.2% |
| Participant deferral / active EE | $6,387 | $5,854+9.1% | $5,924+7.8% | $3,539+80.5% |
| Admin fee / account holder | $130 | $107+21.0% | $7,744-98.3% | $142-8.7% |