Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 20-8764829 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Securities Custodian | $96,985 |
BOLTON PARTNERS, INC.1 year Service code 11 · EIN 52-1231144 36 S. CHARLES ST STE 1000 · BALTIMORE, MD 21201 | Actuarial | $37,705 |
ASSOCIATED ADMINISTRATORS, LLC4+ years Service code 13 · EIN 52-0940029 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $35,031 |
Service code 10 · EIN 52-1518807 217 GLENN STREET · CUMBERLAND, MD 21502 | Accounting | $27,130 |
Service code 15 · EIN 52-0269315 200 S. LEE ST. · CUMBERLAND, MD 21502 | Recordkeeping | $18,945 |
BEINS, AXELROD P.C.2 years Filed as: BEINS, AXELROD, P.C. Service code 29 · EIN 52-1713905 1625 MASSACHUSETTS AVE · WASHINGTON, DC 20036 | Legal | $13,033 |
Filed as: PRUDENTIAL RETIRMENT INS. & ANN. CO Service code 23 · EIN 06-1050034 280 TRUMBULL ST. · HARTFORD, CT 06103 | Direct payment from the plan; Insuran... | $10,068 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS GRW OPPORT I Service code 49 · EIN 13-5108880 | Other Services | $0 |
THE HARTFORD1 year Filed as: HARTFORD MIDCAP I Service code 49 · EIN 13-3317783 | Other Services | $0 |
Filed as: OAKTREE STRATEGIC INC II Service code 49 · EIN 83-0566439 | Other Services | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -5.91% | -1.56%-4.4pp | -2.18%-3.7pp | 10.56%-16.5pp |
| Employer contribution / active EE | $14,353 | $15,244-5.8% | $38,751-63.0% | $13,643+5.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |