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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,057 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $21,827 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $16,500 |
HARPER & PEARSON COMPANY, P.C.3+ years Service code 10 · EIN 74-1695589 | Accounting | $12,500 |
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 | $238,004 | $123,286+93.0% | $75,501+215.2% | $77,958+205.3% |
| Participation rate | 98.4% | 78.8%+19.6pp | 72.4%+26.0pp | 71.6%+26.7pp |
| Annual return | 14.46% | 20.45%-6.0pp | 27.35%-12.9pp | 20.87%-6.4pp |
| Employer contribution / active EE | $9,057 | $2,035+345.1% | $2,352+285.1% | $2,310+292.0% |
| Participant deferral / active EE | $45 | $3,095-98.5% | $3,142-98.6% | $3,537-98.7% |
| Admin fee / account holder | $84 | $144-41.5% | $5,801-98.5% | $97-13.3% |