Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,980 | $46,688+32.8% | $189,758-67.3% | $69,733-11.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 79.8%+20.2pp | 62.5%+37.5pp |
| Annual return | 10.62% | 14.35%-3.7pp | 52.62%-42.0pp | 15.22%-4.6pp |
| Employer contribution / active EE | $1,673 | $1,695-1.3% | $4,767-64.9% | $2,250-25.7% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $422 | $1,700-75.2% | $20,388-97.9% | $3,102-86.4% |