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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 51-0116113 650 SOUTH EXETER STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $27,753 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Accounting | $9,375 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 11 · EIN 52-2025778 11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Actuarial | $4,281 |
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 | $43,213 | $58,895-26.6% | $178,503-75.8% | $73,497-41.2% |
| Participation rate | 95.2% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.6pp |
| Annual return | 6.00% | 24.86%-18.9pp | 151.12%-145.1pp | 28.51%-22.5pp |
| Employer contribution / active EE | $1,584 | $2,236-29.2% | $5,011-68.4% | $2,270-30.2% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $304 | $400-24.0% | $13,987-97.8% | $513-40.7% |