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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 11-3658445 | Advisory (Plan) | $26,183 |
TURNBULL, HOOVER, & KAHL, P.A.10+ years Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $15,000 |
Service code 14 · EIN 52-1777375 122 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Plan Administrator | $12,400 |
BEINS, AXELROD P.C.10+ years Service code 29 · EIN 52-1713905 2832 RITTENHOUSE ST. NW · WASHINGTON, DC 20015 | Legal | $7,500 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Float revenue; Recordkeeping and info... | $1,473 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,013 | $83,369-11.2% | $105,223-29.7% | $67,986+8.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 9.35% | 24.64%-15.3pp | 180.65%-171.3pp | 31.67%-22.3pp |
| Employer contribution / active EE | $2,878 | $2,541+13.3% | $3,689-22.0% | $2,019+42.6% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $337 | $4,073-91.7% | $8,859-96.2% | $3,203-89.5% |