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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN ADVISORY SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $60,392 |
BOLTON PARTNERS, INC.6+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 16 · EIN 52-1871508 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Consulting | $16,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $338,513 | $105,198+221.8% | $159,455+112.3% | $85,856+294.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.09% | 45.08%-25.0pp | 263.63%-243.5pp | 318.58%-298.5pp |
| Employer contribution / active EE | $14,961 | $3,319+350.8% | $4,830+209.7% | $2,565+483.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,191 | $6,934-82.8% | $10,800-89.0% | $6,261-81.0% |