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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 55-0667502 | Other Services | $150,670 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $58,724 |
Filed as: FM VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $42,000 |
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 | Advisory (Plan) | $21,975 |
Service code 10 · EIN 38-3806684 | Accounting | $11,500 |
JOHN F. DASCOLI, PLLC3+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $5,607 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,733 | $81,537-47.6% | $149,721-71.5% | $69,631-38.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 14.98% | 22.79%-7.8pp | 1501.67%-1486.7pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $4,078 | $3,239+25.9% | $5,444-25.1% | $2,032+100.7% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $234 | $107+119.0% | $11,282-97.9% | $110+111.9% |