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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 52-0909772 1 N PARK DR · HUNT VALLEY, MD 21030 | Actuarial | $25,570 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $15,973 |
NARDONE, PRIDGEON & CO, PA4+ years Service code 10 · EIN 52-1707356 201 W. PADONIA RD · TIMONIUM, MD 21093 | Accounting | $7,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -7.47% | -5.34%-2.1pp | 12.68%-20.2pp | -82.67%+75.2pp |
| Employer contribution / active EE | $85,798 | $31,322+173.9% | $22,860+275.3% | $43,771+96.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |