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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 11-3658445 2330 W JOPPA ROAD STE 255 · LUTHERVILLE, MD 21093 | Securities Custodian | $272,022 |
FRANK GORDON GERWIG & ASSOCIATES10+ years Service code 14 · EIN 52-1777375 122 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Plan Administrator | $42,350 |
TURNBULL, HOOVER, & KAHL, P.A.10+ years Filed as: TURNBULL, HOOVER & KAHL PA Service code 10 · EIN 52-1518807 217 GLENN ST. SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $29,750 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Actuarial | $18,575 |
BEINS, AXELROD P.C.10+ years Service code 29 · EIN 52-1713905 2832 RITTENHOUSE ST. NW · WASHINGTON, DC 20015 | Legal | $15,040 |
GQG PARTNERS LLC1 year Filed as: GQG PARTNERS Service code 49 · EIN 23-2177800 | Other Services | $0 |
KKR PRISMA4 years Filed as: KKR FUNDS Service code 49 555 CALIFORNIA ST. · SAN FRANCISCO, CA 94104 | Other Services | $0 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 4.52% | 9.00%-4.5pp | 9.03%-4.5pp | 8.35%-3.8pp |
| Employer contribution / active EE | $13,394 | $14,409-7.0% | $26,284-49.0% | $17,935-25.3% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |