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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 19 410 SEVERN AVE. BLDG B STE. 211 · ANNAPOLIS, MD 21403 | Securities Custodian | $86,427 |
BOLTON PARTNERS, INC.8+ years Service code 11 575 S. CHARLES STREET, SUITE 500 · BALTIMORE, MD 21201 | Actuarial | $84,598 |
CARDAY ASSOCIATES2 years Filed as: CARDAY ASSOCIATES INC. Service code 13 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR. · COLUMBIA, MD 21046 | Contract Administrator | $73,430 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $28,000 |
CORRY CAPITAL ADVISORS1 year Filed as: CORRY CAPITAL ADVISORS, LLC Service code 28 · EIN 26-0510274 | Investment Management | $24,000 |
ALSTON & BIRD LLP8+ years Filed as: ALSTON & BIRD Service code 29 950 F STREET, NW · WASHINGTON, DC 20004 | Legal | $18,157 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $13,452 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -14.70% | -6.78%-7.9pp | -5.84%-8.9pp | 39.77%-54.5pp |
| Employer contribution / active EE | $6,509 | $13,335-51.2% | $31,839-79.6% | $19,959-67.4% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |