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| Provider | Service type | Compensation |
|---|---|---|
IRA MARC MILLER AND CO PA9+ years Service code 10 · EIN 05-0523439 1340 SMITH AVENUE SUITE 200 · BALTIMORE, MD 21209 | Accounting | $16,000 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS INVESTMENT CONSULTI Service code 27 1 W PENNSYLVANIA AVE STE 600 · TOWSON, MD 21204 | Advisory (Plan) | $12,420 |
Filed as: YORK INSURANCE SERVICES INC Service code 23 211 ROCKSPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $6,681 |
BATOFF ASSOCIATES, P.A.2 years Filed as: BATOFF ASSOCIATES Service code 29 909 SAINT PAUL STREET · BALTIMORE, MD 21202 | Legal | $3,958 |
Filed as: ASSOCIATED ADMINSTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $3,416 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,575 | $52,660-93.2% | $86,612-95.9% | $80,160-95.5% |
| Participation rate | 100.0% | 62.4%+37.6pp | 71.7%+28.3pp | 72.9%+27.1pp |
| Annual return | 14.12% | 24.87%-10.7pp | 591.07%-576.9pp | 40.38%-26.3pp |
| Employer contribution / active EE | $3,895 | $2,140+82.0% | $3,022+28.9% | $2,978+30.8% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $13 | $113-88.8% | $5,614-99.8% | $145-91.3% |