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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ 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 | $232,363 |
FRANK GORDON GERWIG & ASSOCIATES8+ years Service code 14 · EIN 52-1777375 122 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Plan Administrator | $40,200 |
TURNBULL, HOOVER, & KAHL, P.A.8+ years Filed as: TURNBULL, HOOVER & KAHL PA Service code 10 · EIN 52-1518807 217 GLENN ST. SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $25,500 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Actuarial | $21,028 |
BEINS, AXELROD P.C.8+ years Service code 29 · EIN 52-1713905 1717 K ST. NW, STE. 1120 · WASHINGTON, DC 20036 | Legal | $9,180 |
Filed as: ADVISORS INNER CIRCLE Service code 49 · EIN 43-1581814 | Other Services | $0 |
KKR PRISMA2 years Filed as: KKR FUNDS Service code 49 · EIN 26-0426107 | 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).
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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | -0.33% | 146.80%-147.1pp | 20.18%-20.5pp | 22.81%-23.1pp |
| Employer contribution / active EE | $12,658 | $13,016-2.8% | $29,108-56.5% | $18,290-30.8% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |