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| Provider | Service type | Compensation |
|---|---|---|
ELLIN & TUCKER, CHARTERED2+ years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 100 S. CHARLES STREET · BALTIMORE, MD 21201 | Accounting | $11,627 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,672 | $80,177-53.0% | $123,894-69.6% | $57,658-34.7% |
| Participation rate | 59.6% | 74.4%-14.9pp | 81.4%-21.9pp | 70.2%-10.7pp |
| Annual return | 7.68% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,024 | $5,130-41.0% | $5,984-49.5% | $3,061-1.2% |
| Admin fee / account holder | $42 | $106-60.5% | $8,357-99.5% | $95-55.5% |