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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD INVESTMENTS Service code 15 · EIN 23-1945390 PO BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $163,096 |
BBP OF DVI5 years Service code 14 · EIN 23-1939024 2704 BLACK LAKE PL · PHILADELPHIA, PA 19154 | Plan Administrator | $148,364 |
ANTHONY M PONTARELLI CPA LLC6+ years Service code 10 · EIN 32-0048632 626 S STATE ST · NEWTOWN, PA 18940 | Accounting | $40,000 |
THOMAS J MCGOLDRICK ESQ4 years Filed as: THOMAS MCGOLDRICK ESQ Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $24,000 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE AND ODONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE SW · WASHINGTON, DC 20015 | Legal | $8,707 |
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 | $134,433 | $88,770+51.4% | $109,191+23.1% | $93,010+44.5% |
| Participation rate | 85.5% | 81.5%+4.1pp | 75.9%+9.7pp | 73.9%+11.6pp |
| Annual return | 29.42% | 60.64%-31.2pp | 25.76%+3.7pp | 158.70%-129.3pp |
| Employer contribution / active EE | $5,564 | $3,780+47.2% | $3,723+49.4% | $2,705+105.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $153 | $172-11.3% | $6,756-97.7% | $152+0.8% |