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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.1 year Filed as: BATOFF ASSOCIATES Service code 29 · EIN 52-1667847 36 S CHARLES STREET · BALTIMORE, MD 21201 | Legal | $99,761 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $97,177 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 100 LIGHT STREET · BALTIMORE, MD 21202 | Actuarial | $58,978 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 1200 K STREET NW SUITE 580 · WASHINGTON, DC 20005 | Insurance services | $29,348 |
IRA MARC MILLER AND CO PA5+ years Service code 10 · EIN 05-0523439 7 CHURCH LANE SUITE 13 · BALTIMORE, MD 21208 | Accounting | $19,500 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARNERS CONSULTING GROUP Service code 27 · EIN 52-1871508 100 LIGHT STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $12,375 |
Filed as: YORK INSURANCE SERVICES INC Service code 23 2011 ROCK SPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $7,002 |
Filed as: CARPENTERS BENEFIT FUNDS OF PHILADE Service code 70 · EIN 23-1613018 1811 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Consulting Fees | $5,765 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 5.24% | 9.58%-4.3pp | 9.52%-4.3pp | 11.45%-6.2pp |
| Employer contribution / active EE | $4,230 | $21,155-80.0% | $41,951-89.9% | $17,219-75.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |