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| Provider | Service type | Compensation |
|---|---|---|
ROSSELOT FINANCIAL GROUP4 years Service code 51 7450 JAGER COURT · CINCINNATI, OH 45202 | Investment Mgmt Fees | $102,512 |
AMERICAN FUNDS2 years Filed as: OPUS CAPITAL MANAGEMENT Service code 51 221 EAST FOURTH STREET · CINCINNATI, OH 45202 | Investment Mgmt Fees | $19,574 |
DOVICH & ASSOCIATES LLC2 years Service code 51 625 EDEN PARK DRIVE · CINCINNATI, OH 45202 | Investment Mgmt Fees | $11,469 |
VEID & VEID CPAS2 years Service code 10 635 WEST SEVENTH STREET · CINCINNATI, OH 45203 | Accounting | $8,950 |
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION Service code 15 30 GARFIELD PLACE · CINCINNATI, OH 452024368 | Recordkeeping | $8,267 |
Filed as: CASSADY SCHILLER WEALTH MANAGEMENT Service code 51 4555 LAKE FOREST DR · CINCINNATI, OH 452423732 | Investment Mgmt Fees | $3,929 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,115 |
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 | $383,093 | $62,928+508.8% | $172,753+121.8% | $67,582+466.9% |
| Participation rate | 90.4% | 64.5%+26.0pp | 82.6%+7.8pp | 71.3%+19.1pp |
| Annual return | 24.68% | 30.36%-5.7pp | 803.00%-778.3pp | 378.57%-353.9pp |
| Employer contribution / active EE | $21,956 | $1,636+1242.0% | $5,144+326.8% | $2,148+922.3% |
| Participant deferral / active EE | $10,378 | $2,145+383.8% | $5,198+99.7% | $3,539+193.2% |
| Admin fee / account holder | $547 | $167+228.2% | $13,956-96.1% | $142+284.3% |