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| Provider | Service type | Compensation |
|---|---|---|
ROSSELOT FINANCIAL GROUP6 years Service code 51 7450 JAGER COURT · CINCINNATI, OH 45202 | Investment Mgmt Fees | $74,158 |
AMERICAN FUNDS4 years Filed as: OPUS CAPITAL MANAGEMENT Service code 51 221 EAST FOURTH STREET · CINCINNATI, OH 45202 | Investment Mgmt Fees | $35,109 |
FTJ FUNDCHOICE, LLC2 years Filed as: ORION PORTFOLIO SOLUTIONS Service code 51 2300 LITTON LANE, SUITE 100 · HEBRON, KY 41048 | Investment Mgmt Fees | $14,937 |
DOVICH & ASSOCIATES LLC4 years Service code 51 625 EDEN PARK DRIVE · CINCINNATI, OH 45202 | Investment Mgmt Fees | $14,285 |
VEID & VEID CPAS4 years Service code 10 635 WEST SEVENTH STREET · CINCINNATI, OH 45203 | Accounting | $9,250 |
Filed as: CASSADY SCHILLER WEALTH MANAGEMENT Service code 51 4555 LAKE FOREST DR · CINCINNATI, OH 452024368 | Investment Mgmt Fees | $5,585 |
Filed as: JOURNEY ADVISORY GROUP Service code 51 15 W 5TH ST · COVINGTON, KY 410111401 | Investment Mgmt Fees | $5,417 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,180 |
Service code 15 1500 N OAK DR · PLYMOUTH, IN 46563 | Recordkeeping | $550 |
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 | $453,771 | $56,540+702.6% | $185,851+144.2% | $86,821+422.6% |
| Participation rate | 90.4% | 65.5%+24.9pp | 81.7%+8.7pp | 72.3%+18.1pp |
| Annual return | 17.40% | 118.20%-100.8pp | 122.11%-104.7pp | 97.94%-80.5pp |
| Employer contribution / active EE | $25,775 | $1,844+1297.4% | $5,168+398.7% | $2,406+971.3% |
| Participant deferral / active EE | $11,947 | $2,555+367.6% | $5,569+114.5% | $4,132+189.2% |
| Admin fee / account holder | $497 | $150+232.3% | $16,245-96.9% | $170+193.3% |