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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.3+ years Filed as: BATOFF ASSOCIATES PA Service code 29 · EIN 52-1667847 36 S CHARLES STREET SUITE 1510 · BALTIMORE, MD 21201 | Legal | $50,984 |
IRA MARC MILLER AND CO PA3+ years Service code 10 · EIN 05-0523439 7 CHURCH LANE SUITE 13 · BALTIMORE, MD 21208 | Accounting | $14,750 |
ASSOCIATED ADMINISTRATORS, LLC3+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $9,859 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 575 SOUTH CHARLES STREET · BALTIMORE, MD 21201 | Actuarial | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,256-100.0% | $86,582-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 63.0%-63.0pp | 73.5%-73.5pp | 71.6%-71.6pp |
| Annual return | 12.98% | 17.67%-4.7pp | 965.08%-952.1pp | 20.87%-7.9pp |
| Employer contribution / active EE | $2,153 | $1,613+33.5% | $2,839-24.2% | $2,310-6.8% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $71-100.0% | $4,904-100.0% | $97-100.0% |