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 & ASSOCIATES5+ years Service code 12 · EIN 23-2148108 27 ROLAND AVE SUITE 200 · MOUNT LAUREL, NJ 080541057 | Recordkeeping and information managem... | $97,803 |
KOSMERL & COMPANY, P.C.5+ years Filed as: KOSMERL & CO.,P.C. Service code 10 · EIN 23-2872012 535 N 5TH STREET · READING, PA 19601 | Accounting | $51,265 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY - SMITH BARNEY Service code 28 · EIN 22-0033315 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $40,000 |
STEVENS & LEE5+ years Service code 29 · EIN 23-2690261 PO BOX 62330 · KING OF PRUSSIA, PA 19406 | Legal | $27,440 |
CLEARY, JOSEM & TRIGIANI LLP5+ years Service code 29 · EIN 23-2657967 325 CHESTNUT ST. SUITE 20 · PHILADELPHIA, PA 19103 | Legal | $7,355 |
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 | $33,372 | $67,598-50.6% | $75,900-56.0% | $77,775-57.1% |
| Participation rate | 79.9% | 69.6%+10.4pp | 69.3%+10.6pp | 73.2%+6.7pp |
| Annual return | 16.18% | 23.18%-7.0pp | 30.73%-14.6pp | 32.58%-16.4pp |
| Employer contribution / active EE | $1,606 | $2,430-33.9% | $2,501-35.8% | $2,504-35.9% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,604-100.0% | $3,966-100.0% |
| Admin fee / account holder | $107 | $96+11.3% | $5,421-98.0% | $100+7.1% |