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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES2+ years Service code 12 · EIN 23-2148108 27 ROLAND AVE SUITE 200 · MOUNT LAUREL, NJ 080541057 | Recordkeeping and information managem... | $107,154 |
KOSMERL & COMPANY, P.C.2+ years Filed as: KOSMERL & CO.,P.C. Service code 10 · EIN 23-2872012 535 N 5TH STREET · READING, PA 19601 | Accounting | $46,316 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: SMITH BARNEY Service code 28 · EIN 22-0033315 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $40,000 |
STEVENS & LEE2+ years Service code 29 · EIN 23-2690261 PO BOX 62330 · KING OF PRUSSIA, PA 19406 | Legal | $18,596 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Service code 29 · EIN 23-7376385 325 CHESTNUT ST SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $11,360 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,042 | $168,231-81.0% | $67,834-52.8% | $63,975-49.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | 5.22% | 11.76%-6.5pp | 138.47%-133.3pp | 48.65%-43.4pp |
| Employer contribution / active EE | $3,673 | $1,907+92.6% | $2,403+52.8% | $2,182+68.4% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $128 | $81+59.3% | $4,622-97.2% | $70+82.1% |