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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD INVESTMENT Service code 15 · EIN 23-1945390 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $497,445 |
BBP OF DVI1 year Service code 14 · EIN 23-1939024 2791 SOUTHAMPTON RD · PHILADELPHIA, PA 19154 | Plan Administrator | $209,609 |
ANTHONY M PONTARELLI CPA LLC2+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FEASTERVILLE, PA 19053 | Accounting | $40,000 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: ODONOGHUE AND ODONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $25,423 |
THOMAS J MCGOLDRICK ESQ1 year Filed as: THOMAS MCGOLDGICK, ESQ Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $24,000 |
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 | $97,617 | $221,442-55.9% | $92,240+5.8% | $77,958+25.2% |
| Participation rate | 91.9% | 79.6%+12.3pp | 76.5%+15.5pp | 71.6%+20.3pp |
| Annual return | 11.66% | 15.65%-4.0pp | 176.29%-164.6pp | 20.87%-9.2pp |
| Employer contribution / active EE | $5,546 | $3,226+71.9% | $3,680+50.7% | $2,310+140.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $346 | $210+65.1% | $5,194-93.3% | $97+255.6% |