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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.4+ years Service code 11 · EIN 52-1231144 | Actuarial | $35,012 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NA Service code 28 · EIN 25-1211909 | Investment Management | $30,745 |
Filed as: SC&H ATTEST SERVICES, PC Service code 10 · EIN 52-1743645 | Accounting | $11,600 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $6,490 |
BATOFF ASSOCIATES, P.A.4+ years Service code 29 36 S. CHARLES STREET #1510 · BALTIMORE, MD 21201 | Legal | $6,485 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | -5.92% | -2.38%-3.5pp | -0.41%-5.5pp | 10.56%-16.5pp |
| Employer contribution / active EE | $0 | $9,517-100.0% | $15,396-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |