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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN ADVISORY SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $134,333 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 16 · EIN 52-1871508 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Consulting | $16,800 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,492 | $93,571+254.3% | $135,903+143.9% | $75,163+341.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 7.20% | 30.90%-23.7pp | 68.23%-61.0pp | 160.62%-153.4pp |
| Employer contribution / active EE | $14,325 | $3,537+305.0% | $4,856+195.0% | $2,670+436.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,061 | $6,975-84.8% | $10,762-90.1% | $5,651-81.2% |