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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD INVESTMENTS Service code 15 · EIN 23-1945390 PO BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $1,773,781 |
BBP OF DVI9 years Service code 14 · EIN 23-1939024 2704 BLACK LAKE PL · PHILADELPHIA, PA 19154 | Plan Administrator | $249,395 |
ANTHONY M PONTARELLI CPA LLC3 years Filed as: ANTHONY M PONTARELLIA CPA LLC Service code 10 · EIN 32-0048632 626 S STATE ST · NEWTOWN, PA 18940 | Accounting | $40,000 |
THOMAS J MCGOLDRICK ESQ3 years Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $24,000 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE AND O'DONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE SW · WASHINGTON, DC 20015 | Legal | $5,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,521 | $105,028+39.5% | $107,187+36.7% | $100,573+45.7% |
| Participation rate | 82.7% | 81.2%+1.5pp | 75.0%+7.7pp | 70.9%+11.8pp |
| Annual return | 10.00% | 10.61%-0.6pp | 204.55%-194.5pp | 18.89%-8.9pp |
| Employer contribution / active EE | $7,241 | $5,641+28.4% | $3,782+91.5% | $3,763+92.4% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $890 | $355+150.9% | $9,162-90.3% | $454+96.1% |