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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES7+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $186,661 |
INVESTMENT PEFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $49,866 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $46,303 |
JOHNSTON ASSET MANAGEMENT7+ years Service code 28 · EIN 13-3257590 | Investment Management | $43,762 |
CLEARY, JOSEM & TRIGIANI LLP7+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $32,444 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $27,370 |
Service code 28 · EIN 91-1042342 | Investment Management | $20,404 |
Service code 29 17 CHESNUT DRIVE · CHESTER, NJ 07930 | Legal | $17,500 |
FOX ROTHSCHILD LLP7+ years Service code 29 · EIN 23-1404723 | Legal | $15,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,512 | $40,081-88.7% | $80,716-94.4% | $101,517-95.6% |
| Participation rate | 100.0% | 29.7%+70.3pp | 54.2%+45.8pp | 74.6%+25.4pp |
| Annual return | 8.02% | 17.61%-9.6pp | 87.28%-79.3pp | 21.00%-13.0pp |
| Employer contribution / active EE | $112 | $391-71.5% | $1,160-90.4% | $2,973-96.2% |
| Participant deferral / active EE | $0 | $1,046-100.0% | $2,146-100.0% | $4,873-100.0% |
| Admin fee / account holder | $53 | $113-53.3% | $3,380-98.4% | $139-62.1% |