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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 19 · EIN 20-8764829 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Securities Custodian | $65,405 |
ASSOCIATED ADMINISTRATORS, LLC6+ years Service code 13 · EIN 52-0940029 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $50,114 |
BOLTON PARTNERS, INC.3 years Service code 11 · EIN 52-1231144 36 S. CHARLES ST STE 1000 · BALTIMORE, MD 21201 | Actuarial | $34,706 |
Service code 10 · EIN 52-1518807 217 GLENN STREET · CUMBERLAND, MD 21502 | Accounting | $29,370 |
Service code 15 · EIN 52-0269315 200 S. LEE ST. · CUMBERLAND, MD 21502 | Recordkeeping | $12,690 |
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... | $8,903 |
BEINS, AXELROD P.C.4 years Filed as: BEINS, AXELROD, P.C. Service code 29 · EIN 52-1713905 1625 MASSACHUSETTS AVE · WASHINGTON, DC 20036 | Legal | $7,279 |
Service code 15 · EIN 43-1581814 | Recordkeeping | $0 |
Service code 15 · EIN 13-2984374 | Recordkeeping | $0 |
THE HARTFORD1 year Filed as: HARTFORD 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 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 5.28% | 7.89%-2.6pp | 8.01%-2.7pp | 259.14%-253.9pp |
| Employer contribution / active EE | $14,108 | $36,824-61.7% | $29,475-52.1% | $41,471-66.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |