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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY SECURITIES, LLC. Service code 26 · EIN 75-3014089 901 SOUTH BOND ST., STE 400 · BALTIMORE, MD 21231 | Advisory (Participants) | $18,469 |
Service code 15 · EIN 52-2136664 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $14,251 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,038 | $76,551-54.2% | $123,894-71.7% | $62,881-44.3% |
| Participation rate | 98.6% | 73.0%+25.7pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | 11.40% | 18.68%-7.3pp | 47.52%-36.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $678 | $2,882-76.5% | $4,617-85.3% | $2,281-70.3% |
| Participant deferral / active EE | $8,323 | $4,840+72.0% | $5,984+39.1% | $3,203+159.9% |
| Admin fee / account holder | $287 | $4,826-94.1% | $8,357-96.6% | $4,296-93.3% |