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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Direct Payment | $1,212 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,102 | $64,909-62.9% | $82,312-70.7% | $62,293-61.3% |
| Participation rate | 38.9% | 74.9%-36.0pp | 76.9%-38.0pp | 69.5%-30.6pp |
| Annual return | 24.22% | 21.18%+3.0pp | 25.88%-1.7pp | 28.90%-4.7pp |
| Employer contribution / active EE | $755 | $1,676-55.0% | $2,428-68.9% | $2,042-63.0% |
| Participant deferral / active EE | $1,009 | $3,103-67.5% | $3,706-72.8% | $3,169-68.2% |
| Admin fee / account holder | $15 | $440-96.5% | $5,608-99.7% | $479-96.8% |