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| Provider | Service type | Compensation |
|---|---|---|
ELLIN & TUCKER, CHARTERED6+ years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 100 S. CHARLES STREET · BALTIMORE, MD 21201 | Accounting | $16,590 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,460 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,497 | $100,801-46.9% | $149,715-64.3% | $73,412-27.1% |
| Participation rate | 61.8% | 77.7%-15.9pp | 82.5%-20.6pp | 72.2%-10.3pp |
| Annual return | 19.78% | 265.34%-245.6pp | 276.66%-256.9pp | 59.30%-39.5pp |
| Employer contribution / active EE | $651 | $3,312-80.3% | $4,645-86.0% | $2,234-70.9% |
| Participant deferral / active EE | $3,383 | $6,404-47.2% | $6,842-50.6% | $3,806-11.1% |
| Admin fee / account holder | $305 | $181+68.8% | $9,310-96.7% | $158+93.3% |