Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK M. VACCARO & ASSOCIATE, INC. Service code 13 · EIN 23-2148108 | Contract Administrator | $58,540 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $46,826 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 11-2418191 | Advisory (Plan) | $35,000 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $26,079 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $22,500 |
SPEAR WILDERMAN1+ years Filed as: SPEAR WILDERMAN, P.C. Service code 29 · EIN 23-2331913 | Legal | $22,472 |
BEYER-BARBER COMPANY1+ years Service code 11 · EIN 23-2503024 | Actuarial | $15,087 |
SMITH GRAHAM1+ years Filed as: SMITH, GRAHAM & C, INVESTMENT ADVI Service code 28 · EIN 76-0301817 | Investment Management | $12,337 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $9,610 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 1.13% | 6.80%-5.7pp | 7.98%-6.8pp | 4.16%-3.0pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |