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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 51-0116113 650 SOUTH EXETER STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $24,503 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Accounting | $9,000 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 11 · EIN 52-2025778 11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Actuarial | $6,656 |
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 | $46,411 | $47,977-3.3% | $154,108-69.9% | $56,289-17.5% |
| Participation rate | 96.2% | 66.2%+30.0pp | 83.0%+13.1pp | 69.9%+26.3pp |
| Annual return | 9.18% | 3.54%+5.6pp | 735.21%-726.0pp | -9.96%+19.1pp |
| Employer contribution / active EE | $1,756 | $2,169-19.0% | $5,298-66.9% | $2,111-16.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $309 | $438-29.5% | $13,411-97.7% | $521-40.7% |