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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COLUMBIA BENEFITS CONSULTANTS INC Service code 14 · EIN 52-1904735 8820 COLUMBIA PARKWAY 100 · COLUMBIA, MD 21045 | Plan Administrator | $13,938 |
GEIER ASSET MANAGEMENT1 year Service code 27 · EIN 52-1753670 2205 WARWICK WAY · MARRIOTTSVILLE, MD 21104 | Advisory (Plan) | $13,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,738 | $77,813-32.2% | $123,544-57.3% | $64,186-17.8% |
| Participation rate | 66.1% | 74.7%-8.6pp | 82.3%-16.2pp | 69.6%-3.5pp |
| Annual return | -5.85% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,677 | $3,014+22.0% | $4,628-20.5% | $2,381+54.5% |
| Participant deferral / active EE | $6,478 | $5,240+23.6% | $6,426+0.8% | $3,470+86.7% |
| Admin fee / account holder | $254 | $5,519-95.4% | $9,284-97.3% | $4,888-94.8% |