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| Provider | Service type | Compensation |
|---|---|---|
MSPC1 year Filed as: MSPC CPA'S AND ADVISORS Service code 10 · EIN 22-2195202 340 NORTH STREET · CRANFORD, NJ 07011 | Accounting | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,369 | $73,638-90.0% | $95,960-92.3% | $73,493-90.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 77.1%-77.1pp | 70.7%-70.7pp |
| Annual return | -2.43% | 16.78%-19.2pp | 91.63%-94.1pp | 28.51%-30.9pp |
| Employer contribution / active EE | $895 | $1,863-51.9% | $2,541-64.8% | $2,270-60.6% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $324 | $482-32.7% | $6,797-95.2% | $513-36.8% |