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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.3+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 21201 | Legal | $83,958 |
MARSHFIELD ASSOCIATES3+ years Service code 28 · EIN 52-1812171 | Investment Management | $37,261 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $35,191 |
STANDARD VALUATIONS3+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $29,133 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $27,256 |
C.S. MCKEE, L.P.3+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1095051 | Investment Management | $25,841 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $23,615 |
PHOENIX INNOVATE3+ years Filed as: PHOENIX BENEFITS GROUP, INC Service code 11 · EIN 20-0294810 4232 BROWNSVILLE RD · PITTSBURGH, PA 15227 | Actuarial | $16,098 |
TURNBULL, HOOVER, & KAHL, P.A.3+ years Filed as: TURNBULL, HOOVER & KAHL, PA Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $15,500 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $15,045 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 11.46% | -1.12%+12.6pp | -2.18%+13.6pp | 0.19%+11.3pp |
| Employer contribution / active EE | $10,003 | $12,052-17.0% | $38,751-74.2% | $13,763-27.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |