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| Provider | Service type | Compensation |
|---|---|---|
THOMPSON HINE4+ 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 | $44,487 |
FRANK F. GLORIOSO, CPA4+ years Service code 10 · EIN 52-1230571 1842 ELGIN DR. · VIENNA, VA 22182 | Accounting | $21,975 |
KOZAK, POLLEKOFF & GOLDMAN, P.C.4+ years Service code 10 · EIN 54-1639552 1950 OLD GALLOWS RD. · VIENNA, VA 22182 | Accounting | $17,600 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 ONE NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,936 | $38,058-18.7% | $169,452-81.7% | $75,289-58.9% |
| Participation rate | 94.8% | 65.1%+29.6pp | 77.8%+17.0pp | 72.4%+22.3pp |
| Annual return | -4.14% | -2.88%-1.3pp | 1.83%-6.0pp | -0.04%-4.1pp |
| Employer contribution / active EE | $2,634 | $1,478+78.2% | $4,157-36.6% | $2,405+9.5% |
| Participant deferral / active EE | $0 | $3,201-100.0% | $5,277-100.0% | $3,739-100.0% |
| Admin fee / account holder | $54 | $85-36.7% | $9,110-99.4% | $102-47.3% |