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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310632 ONE NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Securities Custodian | $96,904 |
THOMPSON HINE3+ years Filed as: THOMPSON RETIREMENT RESOURCES, INC. Service code 13 · EIN 26-4203770 20445 TX STATE HWY. 249, SUITE 400 · HOUSTON, TX 77070 | Contract Administrator | $42,644 |
FRANK F. GLORIOSO, CPA3+ years Service code 10 · EIN 52-1230571 1842 ELGIN DR. · VIENNA, VA 22182 | Accounting | $34,000 |
KOZAK, POLLEKOFF & GOLDMAN, P.C.3+ years Service code 10 · EIN 54-1639552 1950 OLD GALLOWS RD. · VIENNA, VA 22182 | Accounting | $7,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,082 | $43,233-28.1% | $185,117-83.2% | $77,958-60.1% |
| Participation rate | 94.0% | 64.2%+29.7pp | 77.3%+16.7pp | 71.6%+22.3pp |
| Annual return | 8.03% | 20.43%-12.4pp | 40.50%-32.5pp | 20.87%-12.8pp |
| Employer contribution / active EE | $2,483 | $1,312+89.2% | $4,182-40.6% | $2,310+7.5% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $5,045-100.0% | $3,537-100.0% |
| Admin fee / account holder | $121 | $95+27.3% | $8,159-98.5% | $97+24.4% |