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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,492 | $93,598+254.2% | $135,974+143.8% | $75,173+341.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 7.20% | 30.89%-23.7pp | 68.30%-61.1pp | 160.72%-153.5pp |
| Employer contribution / active EE | $14,325 | $3,538+304.9% | $4,859+194.8% | $2,671+436.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,061 | $6,978-84.8% | $10,767-90.1% | $5,651-81.2% |