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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES3+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $249,073 |
INVESTMENT PEFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $51,978 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $42,468 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $42,468 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 | Investment Management | $35,637 |
THOMSON HORSTMANN & BRYANT3+ years Filed as: THOMSON HORSTMANN & BRYANT, INC. Service code 28 · EIN 22-3508647 | Investment Management | $34,616 |
CLEARY, JOSEM & TRIGIANI LLP3+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $30,199 |
FOX ROTHSCHILD LLP3+ years Service code 29 · EIN 23-1404723 | Legal | $30,000 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $27,134 |
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 | $3,719 | $27,687-86.6% | $73,550-94.9% | $177,276-97.9% |
| Participation rate | 100.0% | 34.9%+65.1pp | 54.9%+45.1pp | 74.8%+25.2pp |
| Annual return | 6.24% | 16.77%-10.5pp | -15.16%+21.4pp | 21.25%-15.0pp |
| Employer contribution / active EE | $131 | $291-54.8% | $1,219-89.2% | $2,479-94.7% |
| Participant deferral / active EE | $0 | $778-100.0% | $1,804-100.0% | $3,881-100.0% |
| Admin fee / account holder | $54 | $59-8.5% | $2,320-97.7% | $154-64.7% |