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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.6 years Service code 11 · EIN 52-1231144 1 W PENNSYLVANIA AVE. · TOWSON, MD 21204 | Actuarial | $103,775 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 11-3658445 2330 W. JOPPA RD. · LUTHERVILLE, MD 21093 | Securities Custodian | $48,298 |
ASSOCIATED ADMINISTRATORS, LLC9+ years Service code 13 · EIN 52-0940029 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $44,499 |
Service code 10 · EIN 52-1518807 217 GLENN STREET · CUMBERLAND, MD 21502 | Accounting | $40,250 |
Service code 15 · EIN 52-0269315 P.O. BOX 3145 · CUMBERLAND, MD 21504 | Recordkeeping | $10,141 |
BEINS, AXELROD P.C.7 years Filed as: BEINS, AXELROD, P.C. Service code 29 · EIN 52-1713905 1717 K STREET SUITE 1120 · WASHINGTON, DC 20006 | Legal | $9,620 |
Filed as: PRUDENTIAL RETIRMENT INS. & ANN. CO Service code 23 · EIN 06-1050034 280 TRUMBULL ST. · HARTFORD, CT 06103 | Insurance services; Direct payment fr... | $7,245 |
Service code 15 · EIN 23-2177800 | Recordkeeping | $0 |
Service code 15 · EIN 13-2984374 | 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 | $162,803-100.0% | $473,625-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.9%-55.9pp |
| Annual return | 9.15% | 17.22%-8.1pp | 20.18%-11.0pp | 24.44%-15.3pp |
| Employer contribution / active EE | $21,453 | $35,410-39.4% | $29,108-26.3% | $41,344-48.1% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |