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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD INVESTMENTS Service code 15 · EIN 23-1945390 | Recordkeeping | $752,036 |
BBP OF DVI8 years Service code 14 · EIN 23-1939024 | Plan Administrator | $131,922 |
ANTHONY M PONTARELLI CPA LLC2 years Filed as: ANTHONY M PONTARELLIA CPA LLC Service code 10 · EIN 32-0048632 | Accounting | $40,000 |
THOMAS J MCGOLDRICK ESQ7 years Filed as: THOMAS MCGOLDRICK ESQ Service code 29 · EIN 27-3228340 | Legal | $24,000 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE AND O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $5,654 |
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 | $138,933 | $241,450-42.5% | $103,378+34.4% | $199,874-30.5% |
| Participation rate | 83.5% | 78.4%+5.2pp | 74.5%+9.0pp | 72.0%+11.5pp |
| Annual return | 10.60% | 17.80%-7.2pp | 24.91%-14.3pp | 34.28%-23.7pp |
| Employer contribution / active EE | $7,035 | $4,250+65.5% | $3,870+81.8% | $3,036+131.7% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $414 | $288+43.9% | $8,401-95.1% | $269+53.9% |