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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,916 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $103,076 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES INC Service code 16 · EIN 36-3485298 | Consulting | $44,167 |
O'DONOGHUE & O'DONOGHUE9 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $22,622 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $11,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,436 | $76,172+139.5% | $81,286+124.4% | $199,921-8.7% |
| Participation rate | 97.9% | 76.2%+21.6pp | 69.5%+28.3pp | 72.0%+25.8pp |
| Annual return | 12.23% | 15.59%-3.4pp | 24.80%-12.6pp | 34.28%-22.1pp |
| Employer contribution / active EE | $9,702 | $2,800+246.4% | $2,463+294.0% | $3,035+219.6% |
| Participant deferral / active EE | $89 | $4,200-97.9% | $3,883-97.7% | $5,089-98.3% |
| Admin fee / account holder | $108 | $146-26.3% | $5,764-98.1% | $269-60.0% |