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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES8+ years Service code 13 · EIN 23-3013555 | Contract Administrator | $300,105 |
INVESTMENT PEFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $60,000 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $48,095 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $45,065 |
JOHNSTON ASSET MANAGEMENT8+ years Service code 28 · EIN 13-3257590 | Investment Management | $35,804 |
CLEARY, JOSEM & TRIGIANI LLP8+ years Filed as: CLEARY,JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $30,000 |
FOX ROTHSCHILD LLP8+ years Service code 29 · EIN 23-1404723 | Legal | $29,640 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $23,507 |
Service code 28 · EIN 91-1042342 | Investment Management | $23,337 |
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 46-6418945 | Investment Management | $19,395 |
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 | $4,410 | $27,839-84.2% | $61,501-92.8% | $78,104-94.4% |
| Participation rate | 100.0% | 29.8%+70.2pp | 52.6%+47.4pp | 74.5%+25.5pp |
| Annual return | -8.89% | -13.45%+4.6pp | 339.04%-347.9pp | 10.90%-19.8pp |
| Employer contribution / active EE | $124 | $367-66.2% | $1,160-89.3% | $3,128-96.0% |
| Participant deferral / active EE | $0 | $968-100.0% | $2,125-100.0% | $5,089-100.0% |
| Admin fee / account holder | $74 | $113-34.5% | $2,132-96.5% | $79-6.1% |