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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 ONE NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Securities Custodian | $130,399 |
THOMPSON HINE2+ 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 | $40,650 |
FRANK F. GLORIOSO, CPA2+ years Service code 10 · EIN 52-1230571 1842 ELGIN DR. · VIENNA, VA 22182 | Accounting | $37,665 |
KOZAK, POLLEKOFF & GOLDMAN, P.C.2+ years Service code 10 · EIN 54-1639552 1950 OLD GALLOWS RD. · VIENNA, VA 22182 | Accounting | $11,700 |
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 | $27,926 | $36,700-23.9% | $171,082-83.7% | $63,975-56.3% |
| Participation rate | 92.3% | 61.5%+30.8pp | 76.7%+15.6pp | 71.1%+21.2pp |
| Annual return | 5.06% | 12.80%-7.7pp | 32.56%-27.5pp | 48.65%-43.6pp |
| Employer contribution / active EE | $2,317 | $1,210+91.5% | $4,002-42.1% | $2,182+6.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $4,797-100.0% | $3,356-100.0% |
| Admin fee / account holder | $159 | $68+135.2% | $8,520-98.1% | $70+125.6% |