Plan Ledger DOL Form 5500 · updated monthly

Fern Exposition Services, LLC401(k)

FERN EXPOSITION SERVICES, LLC 401(K) PLAN · CINCINNATI, OH · plan year 2023

Reported admin expense ratio · 2023
0.44%

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

Fern Exposition Services, LLC reported $52,163 in plan administrative expenses for 2023: 0.44% of average plan assets, higher than ~75% of peers. Employer contributions averaged $949 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 0.45% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Ohio (1,769th of 3,295), and the 870th of 2,534 in administrative & support services. In 2023, employees put in $3.51 for every $1.00 the employer contributed; active participation has shrunk from 367 to 315 since 2022.

Plan summary
Net assets, end of year$12,568,128
Participants with balances173
Active participants315
Employer contributions$299,000
Employee contributions$1,048,990
Employer contribution per active participant$949
Average account balance$72,648
Benefits paid to participants$1,554,903
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTONLARSENALLENLLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 196 accts · $314K emplr
2023$12.6M · 173 accts · $299K emplr
2022$11.0M · 161 accts · $254K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,325
Total administrative$52,163
The Fern Exposition Services, LLC 401(k) match · 2023
Employer contribution per active participant$949
Median for plans this size$2,440
2024$655 per active participant
2023$949 per active participant
2022$693 per active participant

Fern Exposition Services, LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. 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$25,325

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

Administrative cost history3
2024$61,328 · 0.50%
2023$52,163 · 0.44%
2022$54,536 · 0.45%
Same employer
Similar plansAdministrative & Support Services · Ohio
Unifund Ccr, LLC OH$14.8M · 0.40%
The Reserves Network, Inc. OH$13.6M · 0.32%
Innosource, Inc. OH$13.2M · 0.13%
Fairwood Brands, LLC OH$12.3M · 0.40%
Healthcomp, Inc. OH$8.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870750830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.