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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN ADVISORY SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $145,393 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 16 · EIN 52-1871508 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Consulting | $16,400 |
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 | $320,597 | $82,674+287.8% | $125,381+155.7% | $68,486+368.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -6.86% | -5.97%-0.9pp | 572.31%-579.2pp | -7.85%+1.0pp |
| Employer contribution / active EE | $14,520 | $3,382+329.4% | $4,815+201.5% | $2,597+459.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,143 | $6,277-81.8% | $10,007-88.6% | $5,404-78.9% |