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| Provider | Service type | Compensation |
|---|---|---|
GORDON FEINBLATT LLC3+ years Filed as: GORDON FEINBLATT ROTHMANN ET AL Service code 29 · EIN 52-0627715 233 E REDWOOD STREET · BALTIMORE, MD 21202 | Legal | $120,397 |
Filed as: ZENITH ADMINISTRATORS, INC Service code 14 · EIN 52-1590516 10440 LITTLE PATUXENT PKWY., STE 70 · COLUMBIA, MD 21044 | Plan Administrator | $108,734 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Filed as: SYSTEMATIC FINANCIAL Service code 51 · EIN 22-3367558 P.O. BOX 23720 · NEWARK, NJ 07189 | Investment Mgmt Fees | $72,897 |
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 100 LIGHT STREET, 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $40,517 |
CARDAY ASSOCIATES1 year Filed as: CARDAY ASSOCIATES, INC. Service code 14 · EIN 53-0257019 7130 COLUMBIA GATEWAY DRIVE · COLUMBIA, MD 21045 | Plan Administrator | $36,000 |
BOLTON PARTNERS, INC.3+ 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) | $31,500 |
Filed as: GRANDIZIO WILKINS LITTLE & MATTHEWS Service code 10 · EIN 52-2334868 8370 VETERANS HIGHWAY, SUITE 104 · MILLERSVILLE, MD 21108 | Accounting | $27,000 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 8.84% | 13.03%-4.2pp | 10.36%-1.5pp | 23.90%-15.1pp |
| Employer contribution / active EE | $2,946 | $15,779-81.3% | $37,738-92.2% | $16,539-82.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |