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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.3+ years Service code 11 · EIN 52-1231144 36 S CHARLES ST, STE 1000 · BALTIMORE, MD 21201 | Actuarial | $34,145 |
Service code 15 · EIN 52-6112461 119 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Recordkeeping | $24,640 |
BATOFF ASSOCIATES, P.A.3+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 212013020 | Legal | $19,084 |
TURNBULL, HOOVER, & KAHL, P.A.3+ years Filed as: TURNBULL, HOOVER AND KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN STREET, STE 200 · CUMBERLAND, MD 21502 | Accounting | $13,155 |
STANDARD VALUATIONS3+ 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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 13.18% | 9.14%+4.0pp | 8.32%+4.9pp | 10.41%+2.8pp |
| Employer contribution / active EE | $7,377 | $9,384-21.4% | $30,793-76.0% | $14,691-49.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |