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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC8 years Filed as: BROWN ADVISORY SECURITIES Service code 19 · EIN 75-3014089 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Securities Custodian | $168,208 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 16 · EIN 52-1871508 36 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Consulting | $17,304 |
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 | $406,718 | $109,881+270.1% | $150,045+171.1% | $84,808+379.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.71% | 28.25%-18.5pp | 62.55%-52.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $17,966 | $3,561+404.5% | $4,693+282.8% | $2,631+582.9% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,292 | $8,568-84.9% | $13,435-90.4% | $7,344-82.4% |