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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.1+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 21201 | Legal | $76,553 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1095051 | Investment Management | $57,526 |
MARSHFIELD ASSOCIATES1+ years Service code 28 · EIN 52-1812171 | Investment Management | $41,055 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $38,333 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $29,325 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $22,679 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $19,177 |
PHOENIX INNOVATE1+ years Filed as: PHOENIX BENEFITS GROUP, INC Service code 11 · EIN 20-0294810 4232 BROWNSVILLE RD · PITTSBURGH, PA 15227 | Actuarial | $18,065 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $13,848 |
TURNBULL, HOOVER, & KAHL, P.A.1+ years Filed as: TURNBULL, HOOVER & KAHL, PA Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $13,650 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $374,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | - |
| Annual return | 2.20% | 15.23%-13.0pp | 4.74%-2.5pp | - |
| Employer contribution / active EE | $9,546 | $39,272-75.7% | $36,089-73.5% | - |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $10,677-100.0% | - |