Retirement plan

THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI

Name: FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI - THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI (2020) Form 5500
Creator: FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI, FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI

FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSIdba COSIEIN 31-4383802Plan #002PY 2020

333 WEST BROAD STREET - COLUMBUS, OH 43215614-228-2674franklincountyhistoricalsociety.orgLinkedIn1-10 employees

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 22, 2025 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

333 W. Broad St.

Columbus, OH 43215

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Plans declared (1)

Section 457(f) Deferred Compensation Agreement1 emp

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Total assets (EOY)

$10M

+16.7% from 2019

Total participants

255

+1.6% from 2019

Average account balance

$45,436

+17.8% from 2019

Annual return

15.19%

-7.01 pp from 2019

Benchmarks

See 554 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort554 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$11.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$50K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

237

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$96

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830	Recordkeeping	$33,321
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL-RPCP Service code 28 · EIN 95-2834236	Investment Management	$21,403

Plan features & details

Pension benefit codes2E2J2K2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$22K

$153 / participant

Contract admin$22K100.0%

% of EOY assets

0.219%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: REA & ASSOCIATES
Auditor EIN: 311310124
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,436

$53,901-15.7%

$134,162-66.1%

$73,497-38.2%

Participation rate

75.5%

62.8%+12.7pp

72.2%+3.3pp

70.7%+4.8pp

Annual return

15.19%

15.82%-0.6pp

36.35%-21.2pp

28.51%-13.3pp

Employer contribution / active EE

$1,152

$1,458-21.0%

$3,705-68.9%

$2,270-49.2%

Participant deferral / active EE

$1,927

$2,739-29.6%

$3,500-44.9%

$3,740-48.5%

Admin fee / account holder

$100

$581-82.9%

$6,685-98.5%

$513-80.6%

Provider

Service type

Compensation

NATIONWIDE6+ years

Filed as: NATIONWIDE INSURANCE

Service code 15 · EIN 31-4156830

Recordkeeping

$33,321

LPL FINANCIAL6+ years

Filed as: LPL FINANCIAL-RPCP

Service code 28 · EIN 95-2834236

Investment Management

$21,403

THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion