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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.5+ years Filed as: BATOFF ASSOCIATES PA Service code 29 · EIN 52-1667847 36 S CHARLES STREET SUITE 1510 · BALTIMORE, MD 21201 | Legal | $60,086 |
IRA MARC MILLER AND CO PA5+ years Service code 10 · EIN 05-0523439 7 CHURCH LANE SUITE 13 · BALTIMORE, MD 21208 | Accounting | $14,313 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 100 LIGHT STREET · BALTIMORE, MD 21202 | Actuarial | $9,937 |
ASSOCIATED ADMINISTRATORS, LLC5+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $8,140 |
Filed as: YORK INSURANCE Service code 23 211 ROCKSPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $5,899 |
Filed as: CARPENTERS BENFIT FUNDS OF PHILA Service code 70 · EIN 23-1613018 1811 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Consulting Fees | $5,766 |
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 | $5,553 | $44,794-87.6% | $90,324-93.9% | $77,775-92.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 18.32% | 28.23%-9.9pp | 78.15%-59.8pp | 32.58%-14.3pp |
| Employer contribution / active EE | $2,683 | $1,809+48.3% | $2,856-6.0% | $2,504+7.2% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,966-100.0% |
| Admin fee / account holder | $13 | $94-86.3% | $5,356-99.8% | $100-87.1% |