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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-6707499 890 KEYNOTE CIRCLE · BROOKLYN HEIGHTS, OH 44131 | Contract Administrator | $61,493 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,815 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $18,060 |
Service code 13 · EIN 92-3270903 8497 LEAVITT ROAD · AMHERST, OH 44001 | Contract Administrator | $16,554 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $9,395 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,760 | $76,696-46.9% | $96,515-57.8% | $71,511-43.0% |
| Participation rate | 90.7% | 66.6%+24.1pp | 74.3%+16.3pp | 67.9%+22.7pp |
| Annual return | 16.89% | 48.32%-31.4pp | 35.73%-18.8pp | 28.86%-12.0pp |
| Employer contribution / active EE | $5,367 | $3,032+77.0% | $3,740+43.5% | $2,589+107.3% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $190 | $2,030-90.6% | $6,735-97.2% | $1,588-88.0% |