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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.6+ years Filed as: BATOFF ASSOCIATES PA Service code 29 · EIN 52-1667847 36 S CHARLES STREET SUITE 1510 · BALTIMORE, MD 21201 | Legal | $61,353 |
ASSOCIATED ADMINISTRATORS, LLC6+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $32,925 |
IRA MARC MILLER AND CO PA6+ years Service code 10 · EIN 05-0523439 7 CHURCH LANE SUITE 13 · BALTIMORE, MD 21208 | Accounting | $15,500 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 100 LIGHT STREET · BALTIMORE, MD 21202 | Actuarial | $15,188 |
Filed as: YORK INSURANCE Service code 23 211 ROCKSPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $7,488 |
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 | $4,943 | $52,722-90.6% | $90,461-94.5% | $73,412-93.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 9.47% | 20.70%-11.2pp | 1294.76%-1285.3pp | 59.30%-49.8pp |
| Employer contribution / active EE | $971 | $1,872-48.1% | $3,264-70.3% | $2,234-56.6% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $18 | $117-84.7% | $5,617-99.7% | $158-88.7% |