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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1 year Service code 26 · EIN 36-2214610 111 SOUTH CALVERT STREET · BALTIMORE, MD 21202 | Advisory (Participants) | $44,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,877 | $104,475+117.2% | $159,436+42.3% | $79,386+185.8% |
| Participation rate | 96.5% | 76.6%+19.9pp | 82.8%+13.7pp | 70.7%+25.8pp |
| Annual return | 25.13% | 67.95%-42.8pp | 263.57%-238.4pp | 116.85%-91.7pp |
| Employer contribution / active EE | $529 | $3,417-84.5% | $4,829-89.0% | $2,427-78.2% |
| Participant deferral / active EE | $9,941 | $6,467+53.7% | $7,352+35.2% | $4,046+145.7% |
| Admin fee / account holder | $252 | $711-64.5% | $10,799-97.7% | $626-59.7% |