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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.5+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 21201 | Legal | $94,481 |
MARSHFIELD ASSOCIATES5+ years Service code 28 · EIN 52-1812171 | Investment Management | $45,049 |
BOLTON PARTNERS, INC.2 years Service code 11 · EIN 52-1231144 36 S. CHARLES ST.STE 1000 · BALTIMORE, MD 21201 | Actuarial | $35,708 |
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $33,563 |
STANDARD VALUATIONS5+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $32,650 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $27,693 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $24,551 |
C.S. MCKEE, L.P.5+ years Filed as: C.S. MCKEE Service code 28 · EIN 25-1095051 | Investment Management | $22,856 |
TURNBULL, HOOVER, & KAHL, P.A.5+ years Filed as: TURNBULL, HOOVER & KAHL, PA Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $20,100 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $15,965 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | -1.06% | 9.58%-10.6pp | 9.52%-10.6pp | 11.45%-12.5pp |
| Employer contribution / active EE | $13,948 | $21,155-34.1% | $41,951-66.8% | $17,219-19.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |