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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK M. VACCARO & ASSOCIATES, INC Service code 13 · EIN 23-2148108 | Contract Administrator | $31,200 |
NOVAK FRANCELLA LLC9 years Service code 10 · EIN 61-1436956 | Accounting | $14,000 |
SLEVIN & HART, P.C.1 year Service code 29 · EIN 52-1708613 | Legal | $11,424 |
US BANK10+ years Service code 19 · EIN 99-0237800 | Securities Custodian | $10,243 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $319,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.2%-41.2pp | - |
| Annual return | 252.63% | 72.14%+180.5pp | 7.24%+245.4pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $33,207-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $48-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $196-100.0% | - |