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| Provider | Service type | Compensation |
|---|---|---|
WAGNER & ZWERMAN LLP6+ years Filed as: WAGNER BOWMAN MANAGEMENT CORP Service code 28 · EIN 52-1470972 1829 REISTERSTOWN ROAD, SUITE 225 · BALTIMORE, MD 212086320 | Investment Management | $45,321 |
ANCHOR CAPITAL ADVISORS LLC3 years Filed as: ANCHOR CAPITAL ADVISORS, LLC Service code 28 · EIN 20-4669888 TWO INTERNATIONAL PLACE, 21ST FLOOR · BOSTON, MA 02110 | Investment Management | $44,845 |
ABATO, RUBENSTEIN & ABATO3 years Filed as: ABATO, RUBENSTEIN AND ABATO, P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT, SUITE 320 · BALTIMORE, MD 21286 | Legal | $22,879 |
WEYRICH, CRONIN & SORRA, LLC4 years Service code 10 · EIN 81-4643077 20 WIGHT AVE., SUITE 210 · HUNT VALLEY, MD 21030 | Accounting | $11,842 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $11,800 |
BENEFIT ADMINISTRATION, INC.6+ years Filed as: BENEFIT ADMINISTRATION CORPORATION, Service code 13 · EIN 52-1139156 9411 PHIADELPHIA ROAD, SUITE S · BALTIMORE, MD 21237 | Contract Administrator | $8,639 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,294 | $73,638-60.2% | $95,960-69.5% | $73,493-60.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 7.33% | 16.78%-9.5pp | 91.63%-84.3pp | 28.51%-21.2pp |
| Employer contribution / active EE | $2,426 | $1,863+30.2% | $2,541-4.5% | $2,270+6.9% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $243 | $482-49.5% | $6,797-96.4% | $513-52.6% |