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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $155,144 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $95,875 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES INC Service code 16 · EIN 36-3485298 | Consulting | $42,500 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 16 · EIN 53-0120528 | Consulting | $34,817 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,984 | $73,034+138.2% | $76,891+126.3% | $80,187+117.0% |
| Participation rate | 97.7% | 78.1%+19.6pp | 69.6%+28.1pp | 72.9%+24.8pp |
| Annual return | 15.37% | 18.56%-3.2pp | 37.91%-22.5pp | 40.40%-25.0pp |
| Employer contribution / active EE | $9,185 | $2,779+230.5% | $2,534+262.5% | $2,980+208.3% |
| Participant deferral / active EE | $75 | $4,140-98.2% | $3,833-98.1% | $5,016-98.5% |
| Admin fee / account holder | $116 | $104+12.3% | $5,488-97.9% | $145-19.7% |