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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 20-8764829 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Securities Custodian | $82,762 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Service code 13 · EIN 52-0940029 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $40,189 |
BOLTON PARTNERS, INC.2 years Service code 11 · EIN 52-1231144 36 S. CHARLES ST STE 1000 · BALTIMORE, MD 21201 | Actuarial | $38,495 |
Service code 10 · EIN 52-1518807 217 GLENN STREET · CUMBERLAND, MD 21502 | Accounting | $35,235 |
Service code 15 · EIN 52-0269315 200 S. LEE ST. · CUMBERLAND, MD 21502 | Recordkeeping | $19,257 |
BEINS, AXELROD P.C.3 years Filed as: BEINS, AXELROD, P.C. Service code 29 · EIN 52-1713905 1625 MASSACHUSETTS AVE · WASHINGTON, DC 20036 | Legal | $16,473 |
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... | $9,385 |
THE HARTFORD1 year Filed as: HARTFUND FUNDS - HARTFORD MIDCAP Service code 15 · EIN 13-3317783 | Recordkeeping | $0 |
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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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | 14.98% | 10.76%+4.2pp | 10.56%+4.4pp | 13.59%+1.4pp |
| Employer contribution / active EE | $16,374 | $10,184+60.8% | $30,197-45.8% | $14,592+12.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |