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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD INVESTMENTS Service code 15 · EIN 23-1945390 PO BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $1,773,781 |
BBP OF DVI9 years Service code 14 · EIN 23-1939024 2704 BLACK LAKE PL · PHILADELPHIA, PA 19154 | Plan Administrator | $249,395 |
ANTHONY M PONTARELLI CPA LLC3 years Filed as: ANTHONY M PONTARELLIA CPA LLC Service code 10 · EIN 32-0048632 626 S STATE ST · NEWTOWN, PA 18940 | Accounting | $40,000 |
THOMAS J MCGOLDRICK ESQ3 years Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $24,000 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE AND O'DONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE SW · WASHINGTON, DC 20015 | Legal | $5,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,521 | $98,273+49.1% | $150,734-2.8% | $85,660+71.0% |
| Participation rate | 82.7% | 84.0%-1.3pp | 78.4%+4.3pp | 74.8%+7.9pp |
| Annual return | 10.00% | 7.62%+2.4pp | 600.81%-590.8pp | 19.52%-9.5pp |
| Employer contribution / active EE | $7,241 | $5,764+25.6% | $4,918+47.2% | $4,199+72.4% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $890 | $226+294.6% | $14,905-94.0% | $224+297.5% |