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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN ADVISORY SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $169,911 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 16 · EIN 52-1871508 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Consulting | $12,000 |
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 | $265,959 | $99,957+166.1% | $149,745+77.6% | $73,497+261.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 10.29% | 53.87%-43.6pp | 276.72%-266.4pp | 28.51%-18.2pp |
| Employer contribution / active EE | $14,055 | $3,191+340.4% | $4,646+202.5% | $2,270+519.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,179 | $551+114.1% | $9,312-87.3% | $513+129.8% |