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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC8 years Filed as: BROWN ADVISORY SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $168,208 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 16 · EIN 52-1871508 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Consulting | $17,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,718 | $106,749+281.0% | $145,433+179.7% | $82,448+393.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.71% | 27.59%-17.9pp | 66.58%-56.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $17,966 | $3,444+421.6% | $4,554+294.5% | $2,551+604.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,292 | $8,390-84.6% | $13,129-90.2% | $7,234-82.1% |