Filed October 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,805 |
SMITH & DOWNEY3 years Service code 29 · EIN 52-1839270 320 E. TOWSONTOWN BLVD · BALTIMORE, MD 21286 | Legal | $54,604 |
Filed as: PRINCIPAL GLOBAL INVESTMENTS Service code 27 · EIN 42-1479618 | Advisory (Plan) | $14,302 |
BCG SECURITIES1 year Filed as: BCG Service code 31 100 GRANDVIEW ROAD · BRAINTREE, MA 02184 | Consulting fees; Named fiduciary | $0 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON Service code 17 36 S. CHARLES STREET · BALTIMORE, MD 21201 | Pension Consulting | $0 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,823-100.0% | $56,546-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 50.6%-50.6pp | 44.4%-44.4pp |
| Annual return | -5.74% | -10.39%+4.7pp | -11.22%+5.5pp | -14.65%+8.9pp |
| Employer contribution / active EE | $0 | $40,078-100.0% | $32,882-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $405-100.0% | $579-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,766-100.0% | $1,473-100.0% | $14,582-100.0% |