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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 52-1139156 9411 PHILADELPHIA ROAD SUITE S · BALTIMORE, MD 21237 | Plan Administrator | $39,096 |
SARFINO AND RHOADES, LLP1 year Service code 10 · EIN 52-0961657 11921 ROCKVILLE PIKE, SUITE 501 · ROCKVILLE, MD 20852 | Accounting | $8,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,564-100.0% | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | - |
| Annual return | 774.08% | 28.83%+745.2pp | 10.66%+763.4pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $30,880-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $65-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $1,478-100.0% | - |