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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $120,531 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $36,500 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $13,315 |
HARPER & PEARSON COMPANY, P.C.4+ 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 | $210,272 | $77,559+171.1% | $68,612+206.5% | $75,289+179.3% |
| Participation rate | 98.4% | 78.3%+20.1pp | 72.2%+26.1pp | 72.4%+26.0pp |
| Annual return | -4.68% | -1.01%-3.7pp | -4.63%-0.1pp | -0.04%-4.6pp |
| Employer contribution / active EE | $8,857 | $1,993+344.4% | $2,625+237.4% | $2,405+268.3% |
| Participant deferral / active EE | $53 | $3,128-98.3% | $3,311-98.4% | $3,739-98.6% |
| Admin fee / account holder | $87 | $90-4.1% | $5,131-98.3% | $102-15.3% |