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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Advisory (Plan) | $183,841 |
FRANK GORDON GERWIG & ASSOCIATES3+ years Service code 50 · EIN 52-1777375 122 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Direct Payment | $40,200 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 50 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Direct Payment | $35,581 |
TURNBULL, HOOVER, & KAHL, P.A.3+ years Filed as: TURNBULL, HOOVER & KAHL PA Service code 50 · EIN 52-1518807 217 GLENN ST. SUITE 200 · CUMBERLAND, MD 21502 | Direct Payment | $18,400 |
BEINS, AXELROD P.C.3+ years Service code 50 · EIN 52-1713905 1625 MASSACHUSETTS AVE · WASHINGTON, DC 20036 | Direct Payment | $9,500 |
SKYBRIDGE MUL-AD SER G1 year Service code 49 · EIN 05-1043275 | Other Services | $0 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 5.31% | 1.05%+4.3pp | -752.26%+757.6pp | -0.69%+6.0pp |
| Employer contribution / active EE | $11,718 | $11,363+3.1% | $31,802-63.2% | $16,786-30.2% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |