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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN ADVISORY MANAGEMENT, LLC Service code 28 · EIN 26-4560299 901 SOUTH BOND STREET SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $621,447 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $607,122 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 27-4453139 1201 N CALVERT STREET · BALTIMORE, MD 21202 | Investment Management | $439,048 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 16 · EIN 58-2432390 7402 HODGSON MEMORIAL DRIVE SUITE 1 · SAVANNAH, GA 31406 | Consulting | $267,914 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $239,450 |
FEDERATED5+ years Filed as: FEDERATED MDTA LLC Service code 28 · EIN 94-3267050 125 HIGH STREET OLIVER STREET TOWER · BOSTON, MA 02110 | Investment Management | $236,056 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 40 EAST 52ND STREET · NEW YORK, NY 10022 | Bank Trustee | $198,947 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY EASTERN STATES Service code 11 · EIN 13-1835864 1920 N STREET NW SUITE 400 · WASHINGTON, DC 20036 | Actuarial | $183,210 |
Filed as: JOHN HUGHES Service code 30 · EIN 52-6036829 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Direct payment from the plan; Employe... | $134,705 |
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD WOHLFORT, JR Service code 30 · EIN 52-6036829 6610 TRIBUTARY STREET · BALTIMORE, MD 21224 | Employee (plan); Direct payment from ... | $133,350 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 10.06% | 10.88%-0.8pp | 10.57%-0.5pp | 12.86%-2.8pp |
| Employer contribution / active EE | $8,922 | $18,143-50.8% | $29,483-69.7% | $13,687-34.8% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |