Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST OHIO PLANNING4 years Filed as: FIRST OHIO PLANNING LLC Service code 27 · EIN 26-0142879 | Advisory (Plan) | $36,530 |
Service code 10 · EIN 81-2536303 | Accounting | $16,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,374 | $69,159+84.2% | $125,192+1.7% | $67,579+88.5% |
| Participation rate | 60.3% | 78.2%-17.9pp | 79.8%-19.5pp | 71.3%-11.0pp |
| Annual return | 22.76% | 27.12%-4.4pp | 43.79%-21.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,587 | $2,023-21.6% | $3,866-59.0% | $2,148-26.1% |
| Participant deferral / active EE | $3,505 | $3,700-5.3% | $4,937-29.0% | $3,539-1.0% |
| Admin fee / account holder | $335 | $142+136.6% | $9,704-96.5% | $142+135.7% |