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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC6+ years Filed as: ASSOCIATED ADMINISTRATORS, INC Service code 13 · EIN 65-1205077 | Contract Administrator | $99,756 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $55,000 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $35,349 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 28 · EIN 36-4776242 | Investment Management | $25,257 |
MASON & CARTER6+ years Service code 23 · EIN 52-0561749 23 SOUTH STREET · BALTIMORE, MD 212023296 | Direct payment from the plan; Insuran... | $23,759 |
GORDON FEINBLATT LLC6+ years Service code 29 · EIN 52-0627715 | Legal | $19,814 |
ABATO, RUBENSTEIN & ABATO3 years Filed as: ABATO, RUBENSTEIN AND ABATO P.A. Service code 29 · EIN 52-0904713 809 GLENEAGLES COURT, SUITE 320 · BALTIMORE, MD 21286 | Legal | $14,272 |
WEYRICH, CRONIN & SORRA, LLC4 years Service code 10 · EIN 81-4643077 | Accounting | $13,376 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 3.88% | 11.02%-7.1pp | 1087.39%-1083.5pp | 11.45%-7.6pp |
| Employer contribution / active EE | $2,382 | $20,468-88.4% | $42,245-94.4% | $17,219-86.2% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |