Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6707499 890 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH 44131 | Contract Administrator | $39,971 |
JACKIE CURLEE4+ years Filed as: JACKIE BERRY Service code 14 3056 ROYALTON ROAD · BRECKSVILLE, OH 44141 | Plan Administrator | $27,520 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $16,936 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $8,642 |
TRAMER SHORE & ZWICK1 year Filed as: TRAMER, SHORE & ZWICK CPAS Service code 10 · EIN 34-1736265 | Accounting | $6,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $280 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,551 | $56,443-44.1% | $83,831-62.4% | $55,725-43.4% |
| Participation rate | 91.5% | 72.0%+19.5pp | 76.1%+15.4pp | 70.9%+20.7pp |
| Annual return | -6.81% | 393.67%-400.5pp | 850.99%-857.8pp | 244.93%-251.7pp |
| Employer contribution / active EE | $2,933 | $2,682+9.4% | $3,631-19.2% | $2,078+41.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $247 | $156+57.9% | $5,479-95.5% | $115+114.1% |