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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.7+ years Filed as: BATOFF ASSOCIATES PA Service code 29 · EIN 52-1667847 36 S CHARLES STREET SUITE 1510 · BALTIMORE, MD 21201 | Legal | $46,624 |
ASSOCIATED ADMINISTRATORS, LLC7+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $26,529 |
IRA MARC MILLER AND CO PA7+ years Service code 10 · EIN 05-0523439 1340 SMITH AVENUE SUITE 200 · BALTIMORE, MD 21209 | Accounting | $15,000 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 100 LIGHT STREET · BALTIMORE, MD 21202 | Actuarial | $10,575 |
Filed as: YORK INSURANCE Service code 23 211 ROCKSPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $7,915 |
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 | $3,605 | $58,344-93.8% | $98,483-96.3% | $86,821-95.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 4.78% | 43.47%-38.7pp | 1494.38%-1489.6pp | 97.94%-93.2pp |
| Employer contribution / active EE | $1,475 | $2,008-26.5% | $2,961-50.2% | $2,406-38.7% |
| Participant deferral / active EE | $0 | $3,156-100.0% | $4,276-100.0% | $4,132-100.0% |
| Admin fee / account holder | $14 | $138-89.8% | $5,953-99.8% | $170-91.7% |