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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $119,748 |
HARPER & PEARSON COMPANY, P.C.2+ years Service code 10 · EIN 74-1695589 | Accounting | $41,998 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 15 · EIN 53-0120528 | Recordkeeping | $39,960 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $17,000 |
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 | $220,051 | $58,758+274.5% | $69,779+215.4% | $63,975+244.0% |
| Participation rate | 98.8% | 77.5%+21.3pp | 71.8%+27.0pp | 71.1%+27.7pp |
| Annual return | 6.77% | 18.05%-11.3pp | 12.99%-6.2pp | 48.65%-41.9pp |
| Employer contribution / active EE | $8,967 | $1,973+354.6% | $2,338+283.5% | $2,182+311.0% |
| Participant deferral / active EE | $45 | $2,912-98.4% | $2,931-98.5% | $3,356-98.7% |
| Admin fee / account holder | $108 | $71+52.5% | $4,381-97.5% | $70+53.7% |