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| Provider | Service type | Compensation |
|---|---|---|
PASCO INVESTMENTS1+ years Service code 28 · EIN 22-3326624 | Investment Management | $16,006 |
O'BRIEN BELLAND & BUSHINSKY1+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $14,934 |
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $14,570 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $12,500 |
CHEIRON1+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $9,058 |
WILLIAM BLAIR1+ years Filed as: WILLIAM A. MARTIN Service code 20 203 E FRONT STREET · MEDIA, PA 19063 | Direct payment from the plan; Trustee... | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | -7.69% | -1.13%-6.6pp | -0.81%-6.9pp | -2.16%-5.5pp |
| Employer contribution / active EE | $0 | $49,652-100.0% | $38,425-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |