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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Securities Custodian | $156,763 |
FRANK GORDON GERWIG & ASSOCIATES1+ years Service code 14 · EIN 52-1777375 122 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Plan Administrator | $40,200 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Actuarial | $27,635 |
TURNBULL, HOOVER, & KAHL, P.A.1+ years Filed as: TURNBULL, HOOVER & KAHL PA Service code 10 · EIN 52-1518807 217 GLENN ST. SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $16,230 |
BEINS, AXELROD P.C.1+ years Service code 29 · EIN 52-1713905 1625 MASSACHUSETTS AVE · WASHINGTON, DC 20036 | Legal | $15,337 |
SKYBRIDGE MUL-AD SER G1+ years Filed as: SKYBRIDGE MULTI-ADVISOR HF Service code 49 · EIN 05-1043275 | Other Services | $0 |
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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -5.07% | 2.79%-7.9pp | 4.16%-9.2pp | 11.88%-16.9pp |
| Employer contribution / active EE | $7,044 | $10,530-33.1% | $29,966-76.5% | $14,612-51.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |