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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES1+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $292,112 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $74,737 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $70,233 |
INVESTMENT PEFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
THOMSON HORSTMANN & BRYANT1+ years Filed as: THOMSON HORSTMANN & BRYANT, INC. Service code 28 · EIN 22-3508647 | Investment Management | $50,268 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $37,891 |
FOX ROTHSCHILD LLP1+ years Service code 29 · EIN 23-1404723 | Legal | $32,500 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $32,158 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $26,195 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA, NA Service code 19 · EIN 94-1687665 | Securities Custodian | $11,257 |
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 | $3,314 | $22,880-85.5% | $59,496-94.4% | $67,505-95.1% |
| Participation rate | 100.0% | 33.1%+66.9pp | 54.6%+45.4pp | 71.2%+28.8pp |
| Annual return | 0.60% | 8.51%-7.9pp | 182.05%-181.4pp | 6.52%-5.9pp |
| Employer contribution / active EE | $115 | $238-51.8% | $1,153-90.1% | $2,173-94.7% |
| Participant deferral / active EE | $0 | $649-100.0% | $1,829-100.0% | $3,597-100.0% |
| Admin fee / account holder | $54 | $54+0.1% | $2,232-97.6% | $56-4.5% |