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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.2+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 21201 | Legal | $95,986 |
MARSHFIELD ASSOCIATES2+ years Service code 28 · EIN 52-1812171 | Investment Management | $41,163 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $35,182 |
STANDARD VALUATIONS2+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $33,067 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1095051 | Investment Management | $32,299 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $26,677 |
PHOENIX INNOVATE2+ years Filed as: PHOENIX BENEFITS GROUP, INC Service code 11 · EIN 20-0294810 4232 BROWNSVILLE RD · PITTSBURGH, PA 15227 | Actuarial | $20,768 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $20,745 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $15,625 |
TURNBULL, HOOVER, & KAHL, P.A.2+ years Filed as: TURNBULL, HOOVER & KAHL, PA Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $14,860 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 7.87% | 12.23%-4.4pp | 10.36%-2.5pp | 13.95%-6.1pp |
| Employer contribution / active EE | $9,006 | $18,059-50.1% | $37,738-76.1% | $16,598-45.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |