Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
67
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUERR, ZAJAC & ASSOCIATES, LLP.
Plan sponsor
Name
AUERR, ZAJAC & ASSOCIATES, LLP
EIN
04-3125991
Address
29 DEAN AVENUE · FRANKLIN, MA · 02038
Phone
(508) 528-1305
Industry
CPA Offices· Professional & Technical Servicessee all
