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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES5+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $256,571 |
INVESTMENT PEFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $56,313 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $50,165 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 · EIN 13-3257590 | Investment Management | $38,943 |
CLEARY, JOSEM & TRIGIANI LLP5+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $34,766 |
FOX ROTHSCHILD LLP5+ years Service code 29 · EIN 23-1404723 | Legal | $30,000 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $24,676 |
Service code 28 · EIN 91-1042342 | Investment Management | $15,765 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA, NA Service code 19 · EIN 94-1687665 | Securities Custodian | $12,122 |
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 | $3,841 | $27,322-85.9% | $74,723-94.9% | $82,204-95.3% |
| Participation rate | 100.0% | 31.7%+68.3pp | 54.5%+45.5pp | 73.4%+26.6pp |
| Annual return | 12.53% | 28.26%-15.7pp | 753.18%-740.6pp | 26.31%-13.8pp |
| Employer contribution / active EE | $120 | $324-62.9% | $1,084-88.9% | $2,707-95.6% |
| Participant deferral / active EE | $0 | $909-100.0% | $1,962-100.0% | $4,246-100.0% |
| Admin fee / account holder | $54 | $86-37.2% | $3,335-98.4% | $76-28.5% |