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| Provider | Service type | Compensation |
|---|---|---|
THE SCHERER GROUP4+ years Service code 28 · EIN 13-2919773 12505 PK POTOMAC AVE, SUITE 200 · POTOMAC, MD 20854 | Investment Management | $82,991 |
FRED S. SHAPIRO & ASSOCIATES, INC.4+ years Service code 13 11408 CRONRIDGE DRIVE, SUITE I · OWINGS MILLS, MD 21117 | Contract Administrator | $14,387 |
TETI & CARSWELL4+ years Service code 10 451 HUNGERFORD DRIVE, SUITE 735 · ROCKVILLE, MD 20850 | Accounting | $7,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,022 | $86,332-23.5% | $125,175-47.3% | $65,185+1.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 5.51% | 27.43%-21.9pp | 43.79%-38.3pp | 29.38%-23.9pp |
| Employer contribution / active EE | $3,049 | $2,040+49.5% | $3,865-21.1% | $2,177+40.1% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $540 | $609-11.4% | $9,702-94.4% | $847-36.3% |