Plan Ledger DOL Form 5500 · updated monthly

Compton Point, Inc.401(k)

CHEAP TOBACCO 401(K) RETIREMENT PLAN · CINCINATTI, OH · plan year 2023

Reported admin expense ratio · 2023
1.26%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Compton Point, Inc. reported $21,632 in plan administrative expenses for 2023: 1.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $809 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 1.03% to 2.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (3,042nd of 3,295), and 12,906th of 13,661 in manufacturing. In 2023, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,818,427
Participants with balances109
Active participants153
Employer contributions$123,774
Employee contributions$167,523
Employer contribution per active participant$809
Average account balance$16,683
Benefits paid to participants$364,863
Plan auditUnmodified (clean) audit opinion
AuditorTHE CIULLA GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$726K · 58 accts · $120K emplr
2023$1.8M · 109 accts · $124K emplr
2022$1.6M · 112 accts · $130K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,706
Investment management$14,926
Total administrative$21,632
The Compton Point, Inc. 401(k) match · 2023
Employer contribution per active participant$809
Median for plans this size$1,308
2024$120,256 per active participant
2023$809 per active participant
2022$791 per active participant

Compton Point, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$6,706
CORNERSTONE FINANCIAL GROUP · Investment advisory (plan)$8,772
CORNERSTONE FINANCIAL GROUP · Investment management$6,154

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,553 · 2.40%
2023$21,632 · 1.26%
2022$19,026 · 1.03%
Similar plansManufacturing · Ohio
Sun America LLC OH$2.0M · 0.75%
Fry Foods, Inc. OH$2.0M · 0.85%
Raymath Co., Inc. OH$1.8M · 0.02%
Bellofram Corporation OH$1.7M · 0.14%
Daavlin Distributing Co. OH$1.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311334285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.