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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 52-6112461 119 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Recordkeeping | $59,058 |
BOLTON PARTNERS, INC.8+ years Service code 11 · EIN 52-1231144 36 S CHARLES ST, STE 1000 · BALTIMORE, MD 21201 | Actuarial | $44,112 |
TURNBULL, HOOVER, & KAHL, P.A.8+ years Filed as: TURNBULL, HOOVER AND KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN STREET, STE 200 · CUMBERLAND, MD 21502 | Accounting | $20,230 |
BATOFF ASSOCIATES, P.A.8+ years Service code 29 · EIN 52-1667847 909 SAINT PAUL ST. · BALTIMORE, MD 21202 | Legal | $10,506 |
STANDARD VALUATIONS8+ 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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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -16.77% | -4.92%-11.9pp | -5.85%-10.9pp | -5.25%-11.5pp |
| Employer contribution / active EE | $7,027 | $10,994-36.1% | $31,839-77.9% | $15,161-53.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |