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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES3+ years Service code 13 · EIN 23-2148108 27 ROLAND AVE SUITE 200 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $417,025 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $220,394 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE · WASHINGTON, DC 20036 | Legal | $26,920 |
BARATZ & ASSOCIATES, P.A.3+ years Filed as: BARATZ & ASSOCIATE, P.A. Service code 10 · EIN 22-2212404 7 EVES DRIVE · MARLTON, NJ 08053 | Accounting | $15,000 |
O'BRIEN BELLAND & BUSHINSKY2 years Filed as: O'BRIEN BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $10,349 |
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 | $3,453 | $112,134-96.9% | $149,716-97.7% | $80,976-95.7% |
| Participation rate | 50.1% | 87.3%-37.2pp | 87.1%-37.0pp | 68.3%-18.2pp |
| Annual return | 9.64% | 17.23%-7.6pp | 1501.67%-1492.0pp | 22.91%-13.3pp |
| Employer contribution / active EE | $698 | $3,991-82.5% | $5,444-87.2% | $2,402-71.0% |
| Participant deferral / active EE | $57 | $6,036-99.1% | $6,568-99.1% | $3,848-98.5% |
| Admin fee / account holder | $29 | $109-73.7% | $11,282-99.7% | $67-57.5% |