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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 51-0116113 650 SOUTH EXETER STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $35,023 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Accounting | $12,600 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 13 · EIN 52-2025778 11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Contract Administrator | $7,906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,980 | $43,496+42.5% | $161,489-61.6% | $64,340-3.7% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 10.62% | 20.76%-10.1pp | 89.72%-79.1pp | 24.14%-13.5pp |
| Employer contribution / active EE | $1,673 | $1,431+16.9% | $4,268-60.8% | $1,862-10.1% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $422 | $2,330-81.9% | $16,006-97.4% | $3,703-88.6% |