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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD INVESTMENTS Service code 15 · EIN 23-1945390 | Recordkeeping | $1,276,354 |
BBP OF DVI7 years Service code 14 · EIN 23-1939024 | Plan Administrator | $229,836 |
Filed as: ANTHONY M PONTARELLIA CPA LLC Service code 10 · EIN 32-0048632 | Accounting | $40,000 |
THOMAS J MCGOLDRICK ESQ1 year Service code 29 · EIN 27-3228340 | Legal | $24,000 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE AND O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $8,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,668 | $88,479+43.2% | $96,543+31.2% | $80,187+58.0% |
| Participation rate | 85.0% | 79.9%+5.1pp | 74.3%+10.7pp | 72.9%+12.1pp |
| Annual return | 1.21% | 22.53%-21.3pp | 35.75%-34.5pp | 40.40%-39.2pp |
| Employer contribution / active EE | $6,649 | $4,177+59.2% | $3,741+77.8% | $2,980+123.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $663 | $211+213.6% | $6,737-90.2% | $145+357.3% |