Filed June 30, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS10+ years Service code 28 6 NORTH PARK DR · HUNT VALLEY, MD 21030 | Investment Management | $45,504 |
TRANSITION FINANCE STRATEGIES, LLC10+ years Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $32,710 |
ELLIN & TUCKER, CHARTERED10+ years Service code 10 · EIN 52-0959934 100 S. CHARLES ST · BALTIMORE, MD 212012714 | Accounting | $0 |
GORDON FEINBLATT LLC10+ years Filed as: GORDON FEINBLATT, LLC Service code 29 1001 FLEET STREET · BALTIMORE, MD 21202 | Legal | $0 |
RSM US LLP5 years Service code 34 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Valuation (appraisals, etc.) | $0 |
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 | $305,267 | $83,023+267.7% | $102,437+198.0% | $77,762+292.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 6.32% | 19.12%-12.8pp | 24.95%-18.6pp | 31.27%-24.9pp |
| Employer contribution / active EE | $13,736 | $3,552+286.7% | $3,871+254.9% | $2,728+403.5% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $392 | $639-38.7% | $8,388-95.3% | $433-9.4% |