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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6707499 890 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH 44131 | Contract Administrator | $55,611 |
JACKIE CURLEE5+ years Filed as: JACKIE BERRY Service code 14 3056 ROYALTON ROAD · BRECKSVILLE, OH 44141 | Plan Administrator | $29,301 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $18,383 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $9,728 |
TRAMER SHORE & ZWICK2 years Filed as: TRAMER, SHORE & ZWICK CPAS Service code 10 · EIN 34-1736265 | Accounting | $6,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $550 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,725 | $66,601-41.9% | $92,909-58.3% | $67,579-42.7% |
| Participation rate | 89.3% | 72.5%+16.8pp | 76.0%+13.3pp | 71.3%+18.0pp |
| Annual return | 20.82% | 92.58%-71.8pp | 109.44%-88.6pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,215 | $2,775-20.2% | $3,653-39.4% | $2,148+3.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $252 | $199+26.5% | $5,795-95.7% | $142+76.9% |