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 | $43,749+41.7% | $158,223-60.8% | $65,306-5.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 79.2%+20.8pp | 57.7%+42.3pp |
| Annual return | 10.62% | 19.41%-8.8pp | 52.09%-41.5pp | 21.94%-11.3pp |
| Employer contribution / active EE | $1,673 | $1,497+11.7% | $4,109-59.3% | $1,967-15.0% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $422 | $1,930-78.1% | $16,047-97.4% | $3,480-87.9% |