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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES3+ years Service code 12 · EIN 23-2148108 27 ROLAND AVE SUITE 200 · MOUNT LAUREL, NJ 080541057 | Claims processing | $111,092 |
KOSMERL & COMPANY, P.C.3+ years Filed as: KOSMERL & CO.,P.C. Service code 10 · EIN 23-2872012 535 N 5TH STREET · READING, PA 19601 | Accounting | $49,195 |
Filed as: MORGAN STANLEY - SMITH BARNEY Service code 28 · EIN 22-0033315 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $40,000 |
STEVENS & LEE3+ years Service code 29 · EIN 23-2690261 PO BOX 62330 · KING OF PRUSSIA, PA 19406 | Legal | $8,448 |
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 | $32,542 | $65,292-50.2% | $71,671-54.6% | $77,958-58.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 68.7%+31.3pp | 71.6%+28.4pp |
| Annual return | 12.00% | 21.25%-9.3pp | 20.65%-8.7pp | 20.87%-8.9pp |
| Employer contribution / active EE | $3,910 | $2,085+87.5% | $2,460+58.9% | $2,310+69.2% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $114 | $84+34.6% | $5,558-98.0% | $97+16.7% |