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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES3+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $14,346 |
CHEIRON3+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $14,000 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $10,000 |
PASCO INVESTMENTS3+ years Service code 28 · EIN 22-3326624 | Investment Management | $9,901 |
O'BRIEN BELLAND & BUSHINSKY3+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $8,860 |
WILLIAM BLAIR3+ 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 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | -0.10% | 9.03%-9.1pp | 10.36%-10.5pp | 10.21%-10.3pp |
| Employer contribution / active EE | $0 | $48,592-100.0% | $37,738-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |