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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.8+ years Service code 29 · EIN 52-1667847 36 S CHARLES ST, STE 1510 · BALTIMORE, MD 21201 | Legal | $75,246 |
MARSHFIELD ASSOCIATES8+ years Service code 28 · EIN 52-1812171 | Investment Management | $57,266 |
BOLTON PARTNERS, INC.5 years Service code 11 · EIN 52-1231144 36 S. CHARLES ST.STE 1000 · BALTIMORE, MD 21201 | Actuarial | $56,627 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 52-2356781 | Investment Management | $37,498 |
STANDARD VALUATIONS8+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE STE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $37,050 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $34,933 |
SEGALL BRYANT & HAMILL7 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $29,350 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $25,321 |
TURNBULL, HOOVER, & KAHL, P.A.8+ years Filed as: TURNBULL, HOOVER & KAHL, PA Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $22,000 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $16,811 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 2.46% | 146.80%-144.3pp | 20.18%-17.7pp | 22.81%-20.3pp |
| Employer contribution / active EE | $14,121 | $13,016+8.5% | $29,108-51.5% | $18,290-22.8% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |