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| Provider | Service type | Compensation |
|---|---|---|
MSPC1 year Filed as: MSPC CPAS AND ADVISORS Service code 10 · EIN 22-2951202 340 NORTH STREET · CRANFORD, NJ 07016 | Accounting | $6,700 |
DAVID FALDA, CPA1 year Service code 10 · EIN 13-3279763 17 HOOVER AVENUE · WEST ORANGE, NJ 07052 | Accounting | $3,721 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,192 | $58,292-94.5% | $86,640-96.3% | $71,511-95.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 1.28% | 21.63%-20.3pp | 592.52%-591.2pp | 28.86%-27.6pp |
| Employer contribution / active EE | $944 | $2,574-63.3% | $3,024-68.8% | $2,589-63.6% |
| Participant deferral / active EE | $0 | $3,438-100.0% | $4,438-100.0% | $4,291-100.0% |
| Admin fee / account holder | $79 | $1,057-92.5% | $5,616-98.6% | $1,588-95.0% |