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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE O'DONOGHUE, LLP Service code 29 5301 WISCONSIN AVENUE, NW, SUITE 80 · WASHINGTON, DC 20015 | Legal | $13,783 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,243 | $71,523-28.4% | $98,461-48.0% | $71,511-28.3% |
| Participation rate | 58.8% | 72.7%-13.9pp | 75.2%-16.4pp | 67.9%-9.1pp |
| Annual return | 21.52% | 32.43%-10.9pp | 21.17%+0.3pp | 28.86%-7.3pp |
| Employer contribution / active EE | $497 | $2,399-79.3% | $3,049-83.7% | $2,589-80.8% |
| Participant deferral / active EE | $1,393 | $4,109-66.1% | $4,738-70.6% | $4,291-67.5% |
| Admin fee / account holder | $239 | $1,676-85.7% | $8,961-97.3% | $1,588-85.0% |