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| Provider | Service type | Compensation |
|---|---|---|
ALSTON & BIRD LLP5+ years Filed as: ALSTON & BIRD Service code 29 950 F STREET, NW · WASHINGTON, DC 20004 | Legal | $313,664 |
BOLTON PARTNERS, INC.5+ years Service code 11 · EIN 52-1231144 575 S. CHARLES STREET, SUITE 500 · BALTIMORE, MD 21201 | Actuarial | $72,723 |
CARDAY ASSOCIATES5+ years Service code 14 · EIN 53-0257019 7130 COLUMBIA GATEWAY DRIVE · COLUMBIA, MD 21046 | Plan Administrator | $67,535 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, SUITE 1200W · BETHESDA, MD 20814 | Accounting | $15,997 |
PNC BANK, N.A.5+ years Filed as: PNC Service code 19 · EIN 25-1211909 TWO HOPKINS PLAZA-5TH FLOOR · BALTIMORE, MD 21201 | Securities Custodian | $10,701 |
ABERDEEN ASSET MANAGEMENT, INC.5+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 1735 MARKET STREET, 32ND FLOOR · PHILADELPHIA, PA 19103 | Investment Management | $0 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 16.56% | 11.52%+5.0pp | 10.56%+6.0pp | 16.32%+0.2pp |
| Employer contribution / active EE | $9,580 | $11,821-19.0% | $30,197-68.3% | $17,007-43.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |