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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 |
US BANK5+ years Service code 19 · EIN 99-0237800 | Securities Custodian | $12,138 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $12,000 |
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.
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 | $445,290-100.0% | $445,290-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 46.7%-46.7pp | 31.8%-31.8pp | 47.4%-47.4pp |
| Annual return | 470.96% | 10.97%+460.0pp | 11.97%+459.0pp | 12.16%+458.8pp |
| Employer contribution / active EE | $0 | $40,487-100.0% | $37,298-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $23-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,503-100.0% | $1,503-100.0% | $17,640-100.0% |