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| Provider | Service type | Compensation |
|---|---|---|
MSPC7+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $25,026 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $23,261 |
LINDABURY, MCCORMICK, ESTABROOK7+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE · WESTFIELD, NJ 10122 | Legal | $7,588 |
LARRY MAGARIK, ESQ3 years Service code 29 80 EIGHTH AVENUE, SUITE 901 · NEW YORK, NY 100117175 | Legal | $7,492 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $500 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALTA TRUST2 years Service code 52 · EIN 83-0524193 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,209 | $88,770+7.3% | $109,173-12.8% | $93,010+2.4% |
| Participation rate | 99.8% | 81.5%+18.3pp | 75.9%+23.9pp | 73.9%+25.9pp |
| Annual return | 8.02% | 60.64%-52.6pp | 25.75%-17.7pp | 158.70%-150.7pp |
| Employer contribution / active EE | $3,476 | $3,780-8.0% | $3,723-6.6% | $2,705+28.5% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $165 | $172-4.1% | $6,755-97.6% | $152+9.0% |