Plan Ledger DOL Form 5500 · updated monthly

Cornerstone Research Group, Inc.401(k)

CORNERSTONE RESEARCH GROUP, INC. 401(K) PLAN · MIAMIMSBURG, OH · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Cornerstone Research Group, Inc. reported $3,511 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,157 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 1 year on file its reported administrative ratio fell from 0.035% to 0.027%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,590th-largest of 3,295 plans among Ohio employers on file, and 6,539th of 11,654 in professional & technical services. In 2023, employees put in $3.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,140,377
Participants with balances125
Active participants119
Employer contributions$375,702
Employee contributions$1,203,452
Employer contribution per active participant$3,157
Average account balance$121,123
Benefits paid to participants$212,930
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$15.1M · 125 accts · $376K emplr
2022$11.1M · 117 accts · $315K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,352
Investment management$159
Total administrative$3,511
The Cornerstone Research Group, Inc. 401(k) match · 2023
Employer contribution per active participant$3,157
Median for plans this size$2,440
2023$3,157 per active participant
2022$2,968 per active participant

Cornerstone Research Group, Inc.'s 2023 employer contribution ran above the $2,440 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 · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,352

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

Administrative cost history2
2023$3,511 · 0.03%
2022$4,336 · 0.03%
Similar plansProfessional & Technical Services · Ohio
Mainthia Technologies, Inc. OH$15.9M · 0.11%
Spr Therapeutics, Inc. OH$15.6M · 0.16%
Parker Trutec Incorporated OH$15.3M · 0.59%
Basic Systems Inc OH$15.1M · 0.41%
Pease Bell Cpas, LLC OH$15.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311517769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.