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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK M. VACCARO & ASSOCIATES, INC Service code 13 · EIN 23-2148108 | Contract Administrator | $31,100 |
US BANK4+ years Service code 19 · EIN 99-0237800 | Securities Custodian | $12,284 |
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 | $365,710-100.0% | $298,592-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 61.5%-61.5pp | 44.5%-44.5pp | 46.4%-46.4pp |
| Annual return | 497.94% | 0.21%+497.7pp | -0.25%+498.2pp | -82.67%+580.6pp |
| Employer contribution / active EE | $0 | $43,613-100.0% | $39,776-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $0-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $23,879-100.0% | $18,607-100.0% | $11,204-100.0% |