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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK M. VACCARO & ASSOCIATES, INC Service code 13 · EIN 23-2148108 | Contract Administrator | $28,700 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $26,000 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $16,830 |
US BANK2+ years Service code 19 · EIN 99-0237800 | Securities Custodian | $13,553 |
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 | $522,493-100.0% | $522,493-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 37.0%-37.0pp | 45.6%-45.6pp |
| Annual return | 461.43% | 4.02%+457.4pp | 4.11%+457.3pp | 4.16%+457.3pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $35,308-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $25-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,766-100.0% | $8,766-100.0% | $21,465-100.0% |