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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES1+ years Service code 12 · EIN 23-2148108 27 ROLAND AVE SUITE 200 · MOUNT LAUREL, NJ 080541057 | Claims processing; Recordkeeping and ... | $98,542 |
KOSMERL & COMPANY, P.C.1+ years Filed as: KOSMERL & CO.,P.C. Service code 10 · EIN 23-2872012 535 N 5TH STREET · READING, PA 19601 | Accounting | $49,602 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: SMITH BARNEY Service code 28 · EIN 22-0033315 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $40,000 |
STEVENS & LEE1+ years Service code 29 · EIN 23-2690261 PO BOX 62330 · KING OF PRUSSIA, PA 19406 | Legal | $21,768 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Service code 29 · EIN 23-7376385 325 CHESTNUT ST SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $5,853 |
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 | $34,584 | $39,458-12.4% | $60,547-42.9% | $55,191-37.3% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | -0.83% | 3.35%-4.2pp | 335.64%-336.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $3,719 | $1,210+207.4% | $2,419+53.7% | $1,899+95.9% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $129 | $95+35.9% | $4,536-97.1% | $91+42.4% |