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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE1+ years Filed as: ODONOGHUE AND ODONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $33,987 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP. INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $30,415 |
GROSSMAN ST. AMOUR1+ years Service code 10 · EIN 46-0475780 | Accounting | $14,000 |
RUBINBROWN LLP1+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $11,599 |
HARPER & PEARSON COMPANY, P.C.1+ years Service code 10 · EIN 74-1695589 | Accounting | $11,005 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 | Accounting | $10,007 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS G. JENKINS, C.P.A., LLC Service code 10 · EIN 20-5886120 | Accounting | $6,500 |
Participant contribution per participant 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 | $217,977 | $54,890+297.1% | $63,244+244.7% | $59,188+268.3% |
| Participation rate | 99.1% | 75.6%+23.6pp | 71.0%+28.1pp | 69.4%+29.7pp |
| Annual return | 417.69% | 4.56%+413.1pp | -70.31%+488.0pp | 5.51%+412.2pp |
| Employer contribution / active EE | $7,510 | $1,831+310.2% | $2,322+223.4% | $2,098+257.9% |
| Participant deferral / active EE | $35 | $2,803-98.8% | $2,953-98.8% | $3,265-98.9% |
| Admin fee / account holder | $58 | $66-12.9% | $5,893-99.0% | $92-37.5% |