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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.4+ years Filed as: BATOFF ASSOCIATES PA Service code 29 · EIN 52-1667847 36 S CHARLES STREET SUITE 1510 · BALTIMORE, MD 21201 | Legal | $38,110 |
IRA MARC MILLER AND CO PA4+ years Service code 10 · EIN 05-0523439 7 CHURCH LANE SUITE 13 · BALTIMORE, MD 21208 | Accounting | $15,063 |
ASSOCIATED ADMINISTRATORS, LLC4+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $7,561 |
Service code 70 · EIN 82-2755974 1811 SPRING GARDEN STREET # 1 · PHILADELPHIA, PA 19130 | Consulting Fees | $6,000 |
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 | $4,810 | $37,884-87.3% | $79,467-93.9% | $75,289-93.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | -4.09% | 1.06%-5.2pp | 718.30%-722.4pp | -0.04%-4.1pp |
| Employer contribution / active EE | $2,529 | $1,680+50.5% | $2,800-9.7% | $2,405+5.1% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $10 | $77-86.4% | $5,104-99.8% | $102-89.8% |