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| Provider | Service type | Compensation |
|---|---|---|
BBP OF DVI2 years Service code 14 · EIN 23-1939024 2791 SOUTHAMPTON RD · PHILADELPHIA, PA 19154 | Plan Administrator | $192,992 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD INVESTMENTS Service code 15 · EIN 23-1945390 PO BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $123,938 |
ANTHONY M PONTARELLI CPA LLC3+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FEASTERVILLE, PA 19053 | Accounting | $40,000 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: ODONOGHUE AND ODONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $31,990 |
THOMAS J MCGOLDRICK ESQ1 year Filed as: THOMAS MCGOLDRICK ESQ Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19428 | Legal | $24,000 |
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 | $102,632 | $60,396+69.9% | $83,831+22.4% | $75,289+36.3% |
| Participation rate | 90.7% | 80.7%+10.0pp | 76.1%+14.6pp | 72.4%+18.3pp |
| Annual return | 16.10% | 3.84%+12.3pp | 850.99%-834.9pp | -0.04%+16.1pp |
| Employer contribution / active EE | $5,726 | $3,343+71.3% | $3,631+57.7% | $2,405+138.1% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $177 | $141+25.6% | $5,479-96.8% | $102+73.4% |