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| Provider | Service type | Compensation |
|---|---|---|
ROSSELOT FINANCIAL GROUP3 years Service code 51 7450 JAGER COURT · CINCINNATI, OH 45202 | Investment Mgmt Fees | $83,895 |
DOVICH & ASSOCIATES LLC1 year Service code 51 625 EDEN PARK DRIVE · CINCINNATI, OH 45202 | Investment Mgmt Fees | $15,683 |
FTJ FUNDCHOICE, LLC3 years Filed as: FTJ FUNDCHOICE LLC Service code 51 2300 LITTON LANE · HEBRON, KY 41018 | Investment Mgmt Fees | $12,682 |
VEID & VEID CPAS1 year Service code 10 635 WEST SEVENTH STREET · CINCINNATI, OH 45203 | Accounting | $10,000 |
Service code 51 2966 PLEASANT COLONY DRIVE · LEWIS CENTER, OH 430357349 | Investment Mgmt Fees | $9,013 |
AMERICAN FUNDS1 year Filed as: OPUS CAPITAL MANAGEMENT Service code 51 221 EAST FOURTH STREET · CINCINNATI, OH 45202 | Investment Mgmt Fees | $8,600 |
Filed as: MICCOLI, AHR & ASSOCIATES, LLC Service code 51 8044 MONTGOMERY ROAD · CINCINNATI, OH 45236 | Investment Mgmt Fees | $6,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,296 | $47,977+644.7% | $154,108+131.8% | $56,289+534.8% |
| Participation rate | 93.6% | 66.2%+27.5pp | 83.0%+10.6pp | 69.9%+23.8pp |
| Annual return | -6.34% | 3.54%-9.9pp | 735.21%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $22,104 | $2,169+919.2% | $5,298+317.3% | $2,111+947.0% |
| Participant deferral / active EE | $12,003 | $2,392+401.8% | $5,081+136.2% | $3,350+258.3% |
| Admin fee / account holder | $620 | $438+41.4% | $13,411-95.4% | $521+19.0% |