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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 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $24,374 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $14,000 |
US BANK8+ years Service code 19 · EIN 99-0237800 | Securities Custodian | $11,013 |
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 | $252,073-100.0% | $218,366-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 40.0%-40.0pp | 44.5%-44.5pp |
| Annual return | 355.37% | -8.69%+364.1pp | -9.12%+364.5pp | -14.65%+370.0pp |
| Employer contribution / active EE | $0 | $39,282-100.0% | $36,696-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $72-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,699-100.0% | $3,602-100.0% | $14,582-100.0% |