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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES2+ years Service code 22 · EIN 23-2148108 27 ROLAND AVE SUITE 200 · MOUNT LAUREL, NJ 08054 | Insurance Broker | $300,247 |
SLEVIN & HART, P.C.2+ years Service code 22 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE · WASHINGTON, DC 20036 | Insurance Broker | $52,392 |
Filed as: O'BRIEN BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $19,188 |
BARATZ & ASSOCIATES, P.A.2+ years Filed as: BARATZ & ASSOCIATE, P.A. Service code 10 · EIN 22-2212404 7 EVES DRIVE · MARLTON, NJ 08053 | Accounting | $17,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,259 | $93,756-96.5% | $133,975-97.6% | $329,111-99.0% |
| Participation rate | 65.0% | 89.7%-24.7pp | 87.1%-22.1pp | 67.9%-2.9pp |
| Annual return | 4.61% | 20.33%-15.7pp | 29.29%-24.7pp | 16.35%-11.7pp |
| Employer contribution / active EE | $648 | $3,619-82.1% | $5,211-87.6% | $2,303-71.9% |
| Participant deferral / active EE | $57 | $5,685-99.0% | $6,282-99.1% | $3,682-98.5% |
| Admin fee / account holder | $17 | $90-81.0% | $9,324-99.8% | $754-97.7% |