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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 ONE NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Securities Custodian | $87,478 |
THOMPSON HINE1+ years Filed as: THOMPSON RETIREMENT RESOURCES, INC. Service code 13 · EIN 26-4203770 19500 TX STATE HWY. 249, SUITE 570 · HOUSTON, TX 77070 | Contract Administrator | $42,395 |
FRANK F. GLORIOSO, CPA1+ years Service code 10 · EIN 52-1230571 1842 ELGIN DR. · VIENNA, VA 22182 | Accounting | $33,370 |
KOZAK, POLLEKOFF & GOLDMAN, P.C.1+ years Service code 10 · EIN 54-1639552 1950 OLD GALLOWS RD. · VIENNA, VA 22182 | Accounting | $11,740 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,408 | $36,978-28.6% | $155,789-83.0% | $59,188-55.4% |
| Participation rate | 93.4% | 62.7%+30.6pp | 76.1%+17.3pp | 69.4%+24.0pp |
| Annual return | -2.30% | 5.44%-7.7pp | 71.54%-73.8pp | 5.51%-7.8pp |
| Employer contribution / active EE | $2,402 | $1,222+96.7% | $3,839-37.4% | $2,098+14.5% |
| Participant deferral / active EE | $0 | $2,795-100.0% | $4,798-100.0% | $3,265-100.0% |
| Admin fee / account holder | $146 | $65+123.9% | $7,477-98.1% | $92+58.0% |