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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES10+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $286,054 |
INVESTMENT PEFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $58,133 |
Service code 28 · EIN 13-3257590 | Investment Management | $38,780 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $30,844 |
Service code 29 · EIN 86-2988539 | Legal | $30,000 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 20 · EIN 52-2037618 | Trustee (individual); Trustee (bank, ... | $29,042 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $25,082 |
Service code 28 · EIN 91-1042342 | Investment Management | $21,556 |
Service code 28 · EIN 04-2895544 | Investment Management | $19,704 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,145 | $36,728-88.7% | $56,025-92.6% | $99,313-95.8% |
| Participation rate | 100.0% | 25.4%+74.6pp | 52.5%+47.5pp | 71.7%+28.3pp |
| Annual return | 4.27% | 14.66%-10.4pp | 1712.69%-1708.4pp | 17.67%-13.4pp |
| Employer contribution / active EE | $120 | $415-71.1% | $1,042-88.5% | $3,264-96.3% |
| Participant deferral / active EE | $0 | $1,058-100.0% | $1,955-100.0% | $5,346-100.0% |
| Admin fee / account holder | $70 | $113-37.7% | $2,828-97.5% | $109-35.4% |