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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $608,800 |
CHEIRON7 years Service code 28 · EIN 13-4215617 | Investment Management | $397,300 |
FISHERBROYLES, LLP3 years Service code 29 · EIN 56-2332885 | Legal | $311,337 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $164,062 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $150,000 |
LAZARD ASSET MANAGEMENT9+ years Service code 28 · EIN 13-5545100 | Investment Management | $146,520 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 52-6257033 | Investment Management | $136,953 |
LORRAINE CASTLE9+ years Service code 30 · EIN 13-6212879 | Employee (plan); Direct payment from ... | $136,469 |
SCHULTHEIS & PANETTIERI, LLP2 years Service code 10 · EIN 13-1577780 | Accounting | $116,464 |
POLEN CAPITAL5 years Service code 28 · EIN 26-0319356 | Investment Management | $102,762 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 9.02% | 9.87%-0.8pp | 15.31%-6.3pp | 9.11%-0.1pp |
| Employer contribution / active EE | $8,606 | $9,738-11.6% | $28,686-70.0% | $12,231-29.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |