Filed March 23, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $17,816 |
CDM RETIREMENT CONSULTANTS, INC.5+ years Service code 37 · EIN 52-2136664 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $16,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,396 | $98,982-33.9% | $162,177-59.7% | $65,185+0.3% |
| Participation rate | 77.7% | 85.8%-8.1pp | 87.6%-9.9pp | 70.2%+7.5pp |
| Annual return | 23.10% | 24.84%-1.7pp | 115.60%-92.5pp | 29.38%-6.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,283 | $5,384-39.0% | $7,297-55.0% | $3,514-6.6% |
| Admin fee / account holder | $396 | $596-33.7% | $10,843-96.4% | $847-53.3% |