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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.10+ years Service code 29 · EIN 52-1667847 909 SAINT PAUL ST. · BALTIMORE, MD 21202 | Legal | $115,268 |
BOLTON PARTNERS, INC.7 years Service code 11 · EIN 52-1231144 1 W. PENNSYLVANIA AVE. · TOWSON, MD 21204 | Actuarial | $62,914 |
MARSHFIELD ASSOCIATES10+ years Service code 28 · EIN 52-1812171 | Investment Management | $57,404 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $40,100 |
TURNBULL, HOOVER, & KAHL, P.A.10+ years Filed as: TURNBULL, HOOVER & KAHL, PA Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $32,800 |
C.S. MCKEE, L.P.10+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1095051 | Investment Management | $31,072 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $30,365 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $26,680 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $17,193 |
SEGALL BRYANT & HAMILL9 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $11,023 |
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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 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 7.72% | 9.01%-1.3pp | 8.99%-1.3pp | 8.39%-0.7pp |
| Employer contribution / active EE | $16,715 | $13,944+19.9% | $25,171-33.6% | $18,340-8.9% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |