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| Provider | Service type | Compensation |
|---|---|---|
FIRST UNITED TRUST & INVESTMENTS2+ years Filed as: FRIST UNITED TRUST & INVESTMENTS Service code 21 · EIN 52-1380770 | Bank Trustee | $249,010 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ BENEFITS & INS SVCS OF MD Service code 11 · EIN 31-1582098 | Actuarial | $15,988 |
Filed as: SMITH, ELLIOTT, KERNS & CO. LLC Service code 10 · EIN 52-0783935 | Accounting | $7,900 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 5.15% | 5.80%-0.6pp | 4.74%+0.4pp | 11.88%-6.7pp |
| Employer contribution / active EE | $14,851 | $15,506-4.2% | $36,089-58.8% | $14,612+1.6% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |