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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 LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $14,000 |
US BANK6+ years Service code 19 · EIN 99-0237800 | Securities Custodian | $11,884 |
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 | $146,045-100.0% | $146,045-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 12.5%-12.5pp | 43.0%-43.0pp |
| Annual return | 496.92% | 9.49%+487.4pp | 9.55%+487.4pp | 259.17%+237.8pp |
| Employer contribution / active EE | $0 | $42,563-100.0% | $39,797-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $139-100.0% | $130-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,502-100.0% |