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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6707499 890 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH 44131 | Contract Administrator | $77,231 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,965 |
JACKIE CURLEE1 year Filed as: JACKIE BUSHER Service code 30 3056 ROYALTON ROAD · BRECKSVILLE, OH 44141 | Employee (plan) | $21,350 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $21,093 |
TRACIE PARRY1 year Filed as: TRACIE WILLIAMS Service code 30 1565 RITCHIE RD. · STOW, OH 44224 | Employee (plan) | $14,319 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $10,534 |
TRAMER SHORE & ZWICK1 year Filed as: TRAMER AND BOLBACH, INC. Service code 10 · EIN 34-1736265 | Accounting | $7,500 |
Filed as: FAULKNER, HOFFMAN, AND PHILLIPS Service code 29 20445 EMERALD PARKWAY DR. · CLEVELAND, OH 44135 | Legal | $5,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,361 | $64,176-44.9% | $112,249-68.5% | $66,938-47.2% |
| Participation rate | 82.9% | 68.4%+14.4pp | 75.1%+7.8pp | 69.8%+13.1pp |
| Annual return | -18.31% | -13.80%-4.5pp | 27.48%-45.8pp | 1.58%-19.9pp |
| Employer contribution / active EE | $5,663 | $3,007+88.3% | $3,636+55.7% | $2,545+122.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $310 | $626-50.5% | $6,412-95.2% | $594-47.8% |