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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3707380 410 SEVERN AVE BLDG B STE 211 · ANNAPOLIS, MD 21403 | Securities Custodian | $60,264 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 36 S. CHARLES STREET, STE 1000 · BALTIMORE, MD 21201 | Actuarial | $41,279 |
ASSOCIATED ADMINISTRATORS, LLC7+ years Service code 13 · EIN 52-0940029 911 RIDGEBROOK RD · SPARKS GLENCOE, MD 21152 | Contract Administrator | $21,629 |
ABATO, RUBENSTEIN & ABATO4 years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES CT. STE 320 · BALTIMORE, MD 21286 | Legal | $16,200 |
WEYRICH, CRONIN & SORRA, LLC5 years Service code 10 · EIN 81-4643077 20 WIGHT AVE STE 210 · HUNT VALLEY, MD 21030 | Accounting | $9,516 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 8.23% | 11.99%-3.8pp | 8.95%-0.7pp | 18.35%-10.1pp |
| Employer contribution / active EE | $5,892 | $18,406-68.0% | $46,559-87.3% | $14,669-59.8% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |