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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.3 years Filed as: BATOFF ASSOCIATES Service code 29 909 SAINT PAUL STREET · BALTIMORE, MD 21202 | Legal | $38,732 |
Filed as: ASSOCIATED ADMINSTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $35,531 |
IRA MARC MILLER AND CO PA10+ years Service code 10 · EIN 05-0523439 1340 SMITH AVENUE SUITE 200 · BALTIMORE, MD 21209 | Accounting | $16,875 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS INVESTMENT CONSULTI Service code 27 1W PENNSYLVANIA AVE STE 600 · TOWSON, MD 21204 | Advisory (Plan) | $12,975 |
Filed as: YORK INSURANCE SERVICES INC Service code 23 211 ROCKSPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $5,011 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,112 | $55,694-92.6% | $81,882-95.0% | $200,096-97.9% |
| Participation rate | 100.0% | 62.7%+37.3pp | 72.4%+27.6pp | 72.0%+28.0pp |
| Annual return | 8.70% | 19.59%-10.9pp | 779.47%-770.8pp | 34.26%-25.6pp |
| Employer contribution / active EE | $4,168 | $2,114+97.1% | $2,916+42.9% | $3,038+37.2% |
| Participant deferral / active EE | $0 | $3,299-100.0% | $4,323-100.0% | $5,090-100.0% |
| Admin fee / account holder | $15 | $348-95.8% | $7,360-99.8% | $269-94.6% |