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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.5+ years Service code 11 · EIN 52-1231144 | Actuarial | $32,508 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NA Service code 28 · EIN 25-1211909 | Investment Management | $23,457 |
BATOFF ASSOCIATES, P.A.5+ years Service code 29 36 S. CHARLES STREET #1510 · BALTIMORE, MD 21201 | Legal | $16,429 |
SC&H ATTEST SERVICES, P.C.2 years Filed as: SC&H ATTEST SERVICES, PC Service code 10 · EIN 52-1743645 | Accounting | $11,900 |
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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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 17.29% | 13.23%+4.1pp | -100.31%+117.6pp | 13.59%+3.7pp |
| Employer contribution / active EE | $0 | $9,675-100.0% | $18,686-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |