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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $13,603 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE, NW · WASHINGTON, DC 20016 | Legal | $8,677 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 4600 EAST WEST HIGHWAY SUITE 300 · BETHESDA, MD 20814 | Accounting | $8,303 |
EBERTS & HARRISON1+ years Service code 23 · EIN 52-0816262 10630 LITTLE PATUXENT STE 329 · COLUMBIA, MD 21044 | Insurance services; Direct payment fr... | $5,931 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS Service code 16 100 LIGHT STREET, 9TH FLR · BALTIMORE, MD 21202 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,508 | $53,412-24.2% | $68,509-40.9% | $52,331-22.6% |
| Participation rate | 66.8% | 71.7%-4.9pp | 74.7%-7.9pp | 68.1%-1.3pp |
| Annual return | 1.90% | 3.42%-1.5pp | 8.27%-6.4pp | 4.54%-2.6pp |
| Employer contribution / active EE | $300 | $1,607-81.3% | $2,278-86.8% | $1,882-84.1% |
| Participant deferral / active EE | $1,629 | $2,688-39.4% | $3,382-51.9% | $3,022-46.1% |
| Admin fee / account holder | $386 | $461-16.2% | $5,275-92.7% | $592-34.7% |