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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,250 |
Service code 15 · EIN 34-6707499 890 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH 44131 | Recordkeeping | $44,995 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $21,649 |
Service code 13 · EIN 92-3270903 8497 LEAVITT ROAD · AMHERST, OH 44001 | Contract Administrator | $12,817 |
TRAMER SHORE & ZWICK3 years Filed as: TRAMER AND BOLBACH, INC. Service code 10 · EIN 34-1736265 | Accounting | $12,000 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $11,752 |
Filed as: FAULKNER, HOFFMAN, AND PHILLIPS Service code 29 20445 EMERALD PARKWAY DR. · CLEVELAND, OH 44135 | Legal | $424 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,451 | $80,781-42.5% | $102,437-54.7% | $74,478-37.6% |
| Participation rate | 89.3% | 65.7%+23.6pp | 74.5%+14.8pp | 67.2%+22.1pp |
| Annual return | 14.87% | 27.58%-12.7pp | 24.95%-10.1pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $5,635 | $3,160+78.3% | $3,871+45.6% | $2,626+114.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $177 | $2,372-92.5% | $8,388-97.9% | $1,946-90.9% |