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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES4+ years Filed as: FRANK M. VACCARO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $14,368 |
CHEIRON4+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $10,312 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $10,000 |
WILLIAM BLAIR4+ years Filed as: WILLIAM A. MARTIN Service code 20 203 E FRONT STREET · MEDIA, PA 19063 | Direct payment from the plan; Trustee... | $8,000 |
PASCO INVESTMENTS4+ years Service code 28 · EIN 22-3326624 | Investment Management | $6,773 |
O'BRIEN BELLAND & BUSHINSKY4+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $6,000 |
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 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | -4.70% | -2.89%-1.8pp | -2.18%-2.5pp | -82.67%+78.0pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |