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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK M VACCARO & ASSOCIATES Service code 13 · EIN 23-2148100 | Contract Administrator | $173,493 |
Service code 14 · EIN 06-1050034 | Plan Administrator | $127,936 |
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $22,000 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $13,663 |
SPEAR WILDERMAN1+ years Filed as: SPEAR WILDERMAN PC Service code 29 · EIN 23-2749511 | Legal | $9,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,608 | $50,498+138.8% | $75,784+59.1% | $55,191+118.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.58% | 1.80%-2.4pp | 9.68%-10.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $8,164 | $2,291+256.4% | $3,323+145.7% | $1,899+330.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $389 | $123+216.4% | $5,300-92.7% | $91+328.8% |