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| Provider | Service type | Compensation |
|---|---|---|
FIRST UNITED TRUST & INVESTMENTS3+ years Filed as: FRIST UNITED TRUST & INVESTMENTS Service code 21 · EIN 52-1380770 | Bank Trustee | $297,756 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INS SVCS OF MD Service code 11 · EIN 31-1582098 | Actuarial | $39,339 |
Filed as: SMITH, ELLIOTT, KERNS & CO. LLC Service code 10 · EIN 52-0783935 | Accounting | $8,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 11.37% | 12.23%-0.9pp | 10.36%+1.0pp | 13.95%-2.6pp |
| Employer contribution / active EE | $0 | $18,059-100.0% | $37,738-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |