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 |
|---|---|---|
Filed as: FM VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $78,000 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $64,390 |
MAIRS & POWER, INC.3+ years Filed as: MAIRS AND POWER Service code 27 · EIN 41-0844499 | Advisory (Plan) | $31,622 |
COWDEN ASSOCIATES, INC.3+ years Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 | Actuarial | $29,682 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 | Advisory (Plan) | $28,625 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 45-3328488 | Investment Management | $25,268 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $21,177 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $18,867 |
Service code 10 · EIN 38-3806684 | Accounting | $13,500 |
JOHN F. DASCOLI, PLLC3+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $5,756 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.81% | 13.03%+0.8pp | 10.36%+3.5pp | 23.90%-10.1pp |
| Employer contribution / active EE | $12,506 | $15,779-20.7% | $37,738-66.9% | $16,539-24.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |