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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $32,533 |
Filed as: FRANK M. VACCARO & ASSOCIATES, INC Service code 13 · EIN 23-2148108 | Contract Administrator | $31,200 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $14,000 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $12,831 |
US BANK9+ years Service code 19 · EIN 99-0237800 | Securities Custodian | $10,608 |
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 | $131,914-100.0% | $131,914-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 53.8%-53.8pp | 55.9%-55.9pp |
| Annual return | 299.39% | 8.52%+290.9pp | 9.67%+289.7pp | 24.44%+274.9pp |
| Employer contribution / active EE | $0 | $35,790-100.0% | $33,327-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $54-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $497-100.0% | $497-100.0% | $22,013-100.0% |