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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 2330 W JOPPA ROAD STE 255 · LUTHERVILLE, MD 21093 | Securities Custodian | $267,243 |
FRANK GORDON GERWIG & ASSOCIATES7+ years Service code 14 · EIN 52-1777375 122 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Plan Administrator | $40,200 |
TURNBULL, HOOVER, & KAHL, P.A.7+ years Filed as: TURNBULL, HOOVER & KAHL PA Service code 10 · EIN 52-1518807 217 GLENN ST. SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $23,800 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Actuarial | $16,163 |
BEINS, AXELROD P.C.7+ years Service code 29 · EIN 52-1713905 1717 K ST. NW, STE. 1120 · WASHINGTON, DC 20036 | Legal | $7,500 |
Filed as: ADVISORS INNER CIRCLE Service code 49 · EIN 43-1581814 | Other Services | $0 |
KKR PRISMA1 year Filed as: KKR FUNDS Service code 49 · EIN 26-0426107 | Other Services | $0 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -7.70% | -6.78%-0.9pp | -5.85%-1.9pp | 39.77%-47.5pp |
| Employer contribution / active EE | $11,075 | $13,335-16.9% | $31,839-65.2% | $19,959-44.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |