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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 14 · EIN 06-1050034 | Plan Administrator | $100,042 |
FRANK M. VACCARO & ASSOCIATES10+ years Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148100 | Contract Administrator | $37,637 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $26,000 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $25,887 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,013 | $83,023+208.4% | $102,437+149.9% | $77,762+229.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.37% | 19.12%-6.7pp | 24.95%-12.6pp | 31.27%-18.9pp |
| Employer contribution / active EE | $21,501 | $3,552+505.3% | $3,871+455.5% | $2,728+688.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $355 | $639-44.5% | $8,388-95.8% | $433-18.0% |