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| Provider | Service type | Compensation |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL Service code 51 · EIN 22-3367558 P.O. BOX 23720 · NEWARK, NJ 07189 | Investment Mgmt Fees | $116,513 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS, INC. Service code 14 · EIN 52-1590516 10440 LITTLE PATUXENT PKWY, STE 700 · COLUMBIA, MD 21044 | Plan Administrator | $114,194 |
INVESCO1+ years Filed as: INVESCO ASSET MANAGEMENT Service code 51 · EIN 58-1707262 1555 PEACHTREE ST., NE, STE 1800 · ATLANTA, GA 30309 | Investment Mgmt Fees | $80,261 |
GORDON FEINBLATT LLC1+ years Filed as: GORDON FEINBLATT ROTHMANN ET AL Service code 29 · EIN 52-0627715 233 E REDWOOD STREET · BALTIMORE, MD 21202 | Legal | $60,160 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 100 LIGHT STREET, 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $46,675 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS INV CONSULTING GR Service code 27 · EIN 52-1871508 575 S CHARLES STREET, SUITE 500 · BALTIMORE, MD 21201 | Advisory (Plan) | $31,276 |
Filed as: GRANDIZIO WILKINS LITTLE & MATTHEWS Service code 10 · EIN 52-2334868 8370 VETERANS HIGHWAY, SUITE 104 · MILLERSVILLE, MD 21108 | Accounting | $16,750 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 0.81% | 0.06%+0.8pp | -0.81%+1.6pp | -0.60%+1.4pp |
| Employer contribution / active EE | $2,706 | $14,206-81.0% | $38,425-93.0% | $12,272-78.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |