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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.4+ years Service code 11 · EIN 52-1231144 36 S CHARLES ST, STE 1000 · BALTIMORE, MD 21201 | Actuarial | $31,113 |
Service code 15 · EIN 52-6112461 119 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Recordkeeping | $25,286 |
BATOFF ASSOCIATES, P.A.4+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 212013020 | Legal | $22,633 |
TURNBULL, HOOVER, & KAHL, P.A.4+ years Filed as: TURNBULL, HOOVER AND KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN STREET, STE 200 · CUMBERLAND, MD 21502 | Accounting | $14,560 |
STANDARD VALUATIONS4+ 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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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -4.29% | -2.92%-1.4pp | -752.26%+748.0pp | 10.56%-14.9pp |
| Employer contribution / active EE | $7,091 | $9,485-25.2% | $31,802-77.7% | $13,643-48.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |