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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.7+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 21201 | Legal | $90,436 |
MARSHFIELD ASSOCIATES7+ years Service code 28 · EIN 52-1812171 | Investment Management | $58,602 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $51,755 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $39,207 |
STANDARD VALUATIONS7+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $35,650 |
BOLTON PARTNERS, INC.4 years Service code 11 · EIN 52-1231144 36 S. CHARLES ST.STE 1000 · BALTIMORE, MD 21201 | Actuarial | $32,156 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $29,240 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $24,806 |
TURNBULL, HOOVER, & KAHL, P.A.7+ years Filed as: TURNBULL, HOOVER & KAHL, PA Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $20,000 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $17,266 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -2.41% | -6.78%+4.4pp | -5.85%+3.4pp | 39.77%-42.2pp |
| Employer contribution / active EE | $13,683 | $13,335+2.6% | $31,839-57.0% | $19,959-31.4% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |