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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $17,396 |
PASCO INVESTMENTS2+ years Service code 28 · EIN 22-3326624 | Investment Management | $12,730 |
O'BRIEN BELLAND & BUSHINSKY2+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $11,574 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $10,000 |
CHEIRON2+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $8,294 |
WILLIAM BLAIR2+ years Filed as: WILLIAM A. MARTIN Service code 20 203 E FRONT STREET · MEDIA, PA 19063 | Trustee (individual); Direct payment ... | $8,000 |
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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 5.51% | 3.93%+1.6pp | 4.74%+0.8pp | 4.16%+1.4pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |