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 |
|---|---|---|
ROSSELOT FINANCIAL GROUP5 years Service code 51 7450 JAGER COURT · CINCINNATI, OH 45202 | Investment Mgmt Fees | $58,146 |
AMERICAN FUNDS3 years Filed as: OPUS CAPITAL MANAGEMENT Service code 51 221 EAST FOURTH STREET · CINCINNATI, OH 45202 | Investment Mgmt Fees | $23,509 |
FTJ FUNDCHOICE, LLC1 year Filed as: ORION PORTFOLIO SOLUTIONS Service code 51 2300 LITTON LANE, SUITE 100 · HEBRON, KY 41048 | Investment Mgmt Fees | $12,629 |
DOVICH & ASSOCIATES LLC3 years Service code 51 625 EDEN PARK DRIVE · CINCINNATI, OH 45202 | Investment Mgmt Fees | $11,514 |
VEID & VEID CPAS3 years Service code 10 635 WEST SEVENTH STREET · CINCINNATI, OH 45203 | Accounting | $8,950 |
Filed as: CASSADY SCHILLER WEALTH MANAGEMENT Service code 51 4555 LAKE FOREST DR · CINCINNATI, OH 452423732 | Investment Mgmt Fees | $4,150 |
Filed as: JOURNEY ADVISORY GROUP Service code 51 15 W 5TH ST · COVINGTON, KY 410111401 | Investment Mgmt Fees | $4,061 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,890 |
TRI-AD ACTUARIES, INC.2 years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 15 30 GARFIELD PLACE · CINCINNATI, OH 452024368 | Recordkeeping | $1,870 |
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 | $408,193 | $52,293+680.6% | $178,503+128.7% | $73,412+456.0% |
| Participation rate | 89.9% | 65.3%+24.6pp | 81.9%+8.0pp | 72.2%+17.7pp |
| Annual return | 14.11% | 34.75%-20.6pp | 151.12%-137.0pp | 59.30%-45.2pp |
| Employer contribution / active EE | $22,628 | $1,736+1203.4% | $5,011+351.6% | $2,234+913.0% |
| Participant deferral / active EE | $9,989 | $2,333+328.1% | $5,202+92.0% | $3,806+162.5% |
| Admin fee / account holder | $427 | $127+235.4% | $13,987-96.9% | $158+170.5% |