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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC4+ years Filed as: ASSOCIATED ADMINISTRATORS, INC Service code 13 · EIN 65-1205077 | Contract Administrator | $95,880 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $77,483 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $55,000 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 | Investment Management | $49,536 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $40,538 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 28 · EIN 36-4776242 | Investment Management | $30,110 |
GORDON FEINBLATT LLC4+ years Service code 29 · EIN 52-0627715 | Legal | $24,791 |
MASON & CARTER4+ years Service code 23 23 SOUTH STREET · BALTIMORE, MD 212023296 | Insurance services; Direct payment fr... | $20,800 |
Filed as: ABATO, RUBENSTEIN AND ABATO P.A. Service code 29 · EIN 52-0904713 | Legal | $15,954 |
WEYRICH, CRONIN & SORRA, LLC2 years Service code 10 · EIN 81-4643077 | Accounting | $14,375 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | -3.17% | -3.07%-0.1pp | -3.19%0pp | 0.19%-3.4pp |
| Employer contribution / active EE | $1,792 | $12,239-85.4% | $48,658-96.3% | $13,763-87.0% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |