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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.4+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 21201 | Legal | $64,798 |
BOLTON PARTNERS, INC.1 year Service code 11 · EIN 52-1231144 36 S. CHARLES ST.STE 1000 · BALTIMORE, MD 21201 | Actuarial | $43,191 |
MARSHFIELD ASSOCIATES4+ years Service code 28 · EIN 52-1812171 | Investment Management | $40,262 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $32,000 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $30,598 |
C.S. MCKEE, L.P.4+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1095051 | Investment Management | $26,835 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $25,556 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $23,507 |
TURNBULL, HOOVER, & KAHL, P.A.4+ years Filed as: TURNBULL, HOOVER & KAHL, PA Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $18,400 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $15,406 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 10.33% | 33.70%-23.4pp | 14.64%-4.3pp | 53.27%-42.9pp |
| Employer contribution / active EE | $13,137 | $14,473-9.2% | $41,831-68.6% | $14,774-11.1% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |