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| Provider | Service type | Compensation |
|---|---|---|
FIRST UNITED TRUST & INVESTMENTS4+ years Filed as: FRIST UNITED TRUST & INVESTMENTS Service code 21 · EIN 52-1380770 | Bank Trustee | $306,992 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INS SVCS OF MD Service code 11 · EIN 31-1582098 | Actuarial | $51,273 |
Filed as: SMITH, ELLIOTT, KERNS & CO. LLC Service code 10 · EIN 52-0783935 | Accounting | $8,200 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -5.33% | -1.53%-3.8pp | -2.18%-3.2pp | -0.69%-4.6pp |
| Employer contribution / active EE | $12,048 | $14,498-16.9% | $38,751-68.9% | $16,786-28.2% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |