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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 | $45,343+36.7% | $150,298-58.8% | $67,986-8.8% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 10.62% | 33.28%-22.7pp | 62.79%-52.2pp | 31.67%-21.0pp |
| Employer contribution / active EE | $1,673 | $1,462+14.4% | $4,154-59.7% | $2,019-17.1% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $422 | $2,250-81.2% | $14,116-97.0% | $3,203-86.8% |