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| Provider | Service type | Compensation |
|---|---|---|
ELLIN & TUCKER, CHARTERED4+ years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 100 S. CHARLES STREET · BALTIMORE, MD 21201 | Accounting | $15,825 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,944 |
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 | $40,086 | $75,388-46.8% | $123,552-67.6% | $55,725-28.1% |
| Participation rate | 57.7% | 75.7%-18.0pp | 82.3%-24.6pp | 70.9%-13.2pp |
| Annual return | -5.07% | 4.48%-9.5pp | 119.20%-124.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $587 | $3,063-80.8% | $4,628-87.3% | $2,078-71.8% |
| Participant deferral / active EE | $2,947 | $5,651-47.8% | $6,426-54.1% | $3,356-12.2% |
| Admin fee / account holder | $211 | $120+76.2% | $9,285-97.7% | $115+83.2% |