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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,634 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $30,000 |
O'DONOGHUE & O'DONOGHUE4 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $13,352 |
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 | $226,926 | $65,708+245.4% | $76,667+196.0% | $77,775+191.8% |
| Participation rate | 98.4% | 79.0%+19.4pp | 72.1%+26.3pp | 73.2%+25.2pp |
| Annual return | 19.06% | 49.86%-30.8pp | 1166.74%-1147.7pp | 32.58%-13.5pp |
| Employer contribution / active EE | $8,844 | $2,167+308.0% | $2,303+284.0% | $2,504+253.2% |
| Participant deferral / active EE | $54 | $3,254-98.3% | $3,336-98.4% | $3,966-98.6% |
| Admin fee / account holder | $61 | $91-32.9% | $6,423-99.1% | $100-39.1% |