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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES2+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $261,548 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $82,463 |
INVESTMENT PEFORMANCE SERVICES2+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
THOMSON HORSTMANN & BRYANT2+ years Filed as: THOMSON HORSTMANN & BRYANT, INC. Service code 28 · EIN 22-3508647 | Investment Management | $46,635 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $45,931 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $36,162 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $30,609 |
FOX ROTHSCHILD LLP2+ years Service code 29 · EIN 23-1404723 | Legal | $30,000 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $24,377 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA, NA Service code 19 · EIN 94-1687665 | Securities Custodian | $12,088 |
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 | $3,391 | $23,734-85.7% | $69,182-95.1% | $65,292-94.8% |
| Participation rate | 100.0% | 33.1%+66.9pp | 55.1%+44.9pp | 72.4%+27.6pp |
| Annual return | 6.41% | 19.78%-13.4pp | -21.93%+28.3pp | 11.84%-5.4pp |
| Employer contribution / active EE | $141 | $294-52.2% | $1,206-88.3% | $2,302-93.9% |
| Participant deferral / active EE | $0 | $695-100.0% | $1,897-100.0% | $3,579-100.0% |
| Admin fee / account holder | $51 | $58-12.6% | $2,697-98.1% | $57-10.9% |