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| Provider | Service type | Compensation |
|---|---|---|
POLLARD & ASSOCIATES, INC.2 years Filed as: POLLARD & ASSOCIATES, INC Service code 13 ONE NORTH PARK DR · HUNT VALLEY, MD 21030 | Contract Administrator | $8,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,710 | $65,361-89.7% | $92,903-92.8% | $72,983-90.8% |
| Participation rate | 81.1% | 68.3%+12.8pp | 76.0%+5.1pp | 69.5%+11.6pp |
| Annual return | 16.30% | 42.11%-25.8pp | 109.43%-93.1pp | 81.01%-64.7pp |
| Employer contribution / active EE | $1,652 | $2,594-36.3% | $3,653-54.8% | $2,440-32.3% |
| Participant deferral / active EE | $1,428 | $3,128-54.3% | $4,238-66.3% | $3,608-60.4% |
| Admin fee / account holder | $122 | $4,251-97.1% | $5,795-97.9% | $5,124-97.6% |