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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES4+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $254,651 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $90,111 |
INVESTMENT PEFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $51,049 |
JOHNSTON ASSET MANAGEMENT4+ years Service code 28 · EIN 13-3257590 | Investment Management | $37,248 |
CLEARY, JOSEM & TRIGIANI LLP4+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $35,298 |
FOX ROTHSCHILD LLP4+ years Service code 29 · EIN 23-1404723 | Legal | $30,000 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $25,462 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA, NA Service code 19 · EIN 94-1687665 | Securities Custodian | $11,215 |
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 | $3,712 | $27,522-86.5% | $71,089-94.8% | $68,904-94.6% |
| Participation rate | 100.0% | 34.5%+65.5pp | 54.6%+45.4pp | 74.1%+25.9pp |
| Annual return | -2.80% | -0.07%-2.7pp | 650.65%-653.4pp | 1.07%-3.9pp |
| Employer contribution / active EE | $137 | $325-57.8% | $1,088-87.4% | $2,540-94.6% |
| Participant deferral / active EE | $0 | $835-100.0% | $1,873-100.0% | $4,015-100.0% |
| Admin fee / account holder | $59 | $67-12.9% | $3,082-98.1% | $71-17.6% |