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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,341 |
Filed as: BARTLETT & CO WEALTH MANAGEMEN Service code 26 600 VINE STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $24,615 |
Service code 16 1180 MEDICAL COURT · CARMEL, IN 46032 | Consulting | $16,069 |
MADISON WEALTH MANAGEMENT3 years Service code 26 7755 MONTGOMERY ROAD, STE 350 · CINCINNATI, OH 45236 | Advisory (Participants) | $14,255 |
AMERICAN FUNDS3 years Filed as: OPUS CAPITAL GROUP LLC Service code 26 221 E 4TH ST · CINCINNATI, OH 45202 | Advisory (Participants) | $11,278 |
HARDING LOEVNER LP2 years Filed as: HARDING SHYMANSKI AND COMPANY INC Service code 10 PO BOX 3677 · EVANSVILLE, IN 47735 | Accounting | $10,000 |
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 26 303 BROADWAY · CINCINNATI, OH 45202 | Advisory (Participants) | $8,579 |
Service code 26 8940 RIVER CROSSING BLVD · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $5,902 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $1,503 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,483 | $100,801+248.7% | $149,751+134.7% | $73,415+378.8% |
| Participation rate | 84.5% | 77.7%+6.8pp | 82.5%+2.0pp | 72.2%+12.3pp |
| Annual return | 18.18% | 265.34%-247.2pp | 276.71%-258.5pp | 59.30%-41.1pp |
| Employer contribution / active EE | $7,805 | $3,312+135.7% | $4,646+68.0% | $2,234+249.4% |
| Participant deferral / active EE | $11,654 | $6,404+82.0% | $6,843+70.3% | $3,806+206.2% |
| Admin fee / account holder | $388 | $181+114.5% | $9,312-95.8% | $158+145.6% |