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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $256,674 |
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 | $85,466 | $78,781+8.5% | $100,535-15.0% | $73,412+16.4% |
| Participation rate | 97.2% | 80.0%+17.2pp | 79.4%+17.8pp | 72.2%+25.0pp |
| Annual return | 15.87% | 31.69%-15.8pp | 30.90%-15.0pp | 59.30%-43.4pp |
| Employer contribution / active EE | $2,532 | $2,420+4.6% | $3,419-25.9% | $2,234+13.4% |
| Participant deferral / active EE | $6,138 | $6,537-6.1% | $6,271-2.1% | $3,806+61.3% |
| Admin fee / account holder | $221 | $145+52.2% | $8,085-97.3% | $158+40.1% |