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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Securities Custodian | $203,774 |
FRANK GORDON GERWIG & ASSOCIATES4+ years Service code 14 · EIN 52-1777375 122 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Plan Administrator | $40,200 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Actuarial | $23,982 |
TURNBULL, HOOVER, & KAHL, P.A.4+ years Filed as: TURNBULL, HOOVER & KAHL PA Service code 10 · EIN 52-1518807 217 GLENN ST. SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $22,000 |
BEINS, AXELROD P.C.4+ years Service code 29 · EIN 52-1713905 1717 K ST. NW, STE. 1120 · WASHINGTON, DC 20036 | Legal | $7,500 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD FUNDS LAZARD EMERG MKTS CORE Service code 49 · EIN 20-0169148 | Other Services | $0 |
AMERICAN FUNDS1 year Filed as: OAKTREE CAPITAL GROUP LLC OAKTREE Service code 49 · EIN 83-0566439 | 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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 4.36% | 11.52%-7.2pp | 10.56%-6.2pp | 16.32%-12.0pp |
| Employer contribution / active EE | $11,142 | $11,821-5.7% | $30,197-63.1% | $17,007-34.5% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |