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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.1+ years Filed as: BATOFF ASSOCIATES PA Service code 29 · EIN 52-1667847 36 S CHARLES STREET SUITE 1510 · BALTIMORE, MD 21201 | Legal | $43,682 |
AMALGAMATED BANK1+ years Service code 21 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Bank Trustee | $26,610 |
IRA MARC MILLER AND CO PA1+ years Service code 10 · EIN 05-0523439 7 CHURCH LANE SUITE 13 · BALTIMORE, MD 21208 | Accounting | $14,000 |
Service code 10 · EIN 23-1574984 1811 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Accounting | $12,150 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 575 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Actuarial | $9,500 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 211529459 | Plan Administrator | $6,789 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,220-100.0% | $73,836-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 73.4%-73.4pp | 69.4%-69.4pp |
| Annual return | 0.84% | 3.36%-2.5pp | 2268.06%-2267.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $2,575 | $1,480+74.0% | $2,787-7.6% | $2,098+22.7% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $4,882-100.0% | $92-100.0% |