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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 | Participant loan processing; Direct p... | $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.)
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 | $90,170-17.9% | $150,734-50.9% | $69,733+6.1% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 9.35% | 16.56%-7.2pp | 600.81%-591.5pp | 15.22%-5.9pp |
| Employer contribution / active EE | $2,878 | $3,428-16.1% | $4,918-41.5% | $2,250+27.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $337 | $4,600-92.7% | $14,905-97.7% | $3,102-89.1% |