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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.1+ years Service code 11 · EIN 52-1231144 100 LIGHT STREET, 9TH FLR · BALTIMORE, MD 21202 | Actuarial | $27,688 |
BATOFF ASSOCIATES, P.A.1+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 212013020 | Legal | $22,929 |
Service code 15 · EIN 52-6112461 119 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Recordkeeping | $19,000 |
TURNBULL, HOOVER, & KAHL, P.A.1+ years Filed as: TURNBULL, HOOVER AND KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN STREET, STE 200 · CUMBERLAND, MD 21502 | Accounting | $8,600 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 700 CLEVELAND AVE. SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $8,000 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | -0.40% | -2.03%+1.6pp | -1.61%+1.2pp | -7.14%+6.7pp |
| Employer contribution / active EE | $6,113 | $10,054-39.2% | $30,840-80.2% | $14,613-58.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |