Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MSPC8+ years Filed as: MSPC CPAS & ADVISORS, P.C. Service code 10 · EIN 22-2951202 340 NORTH AVE EAST · CRANFORD, NJ 07016 | Accounting | $28,272 |
REYNOLDS CONSULTING SERVICES8+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $23,262 |
LARRY MAGARIK, ESQ4 years Service code 29 80 EIGHTH AVENUE, SUITE 901 · NEW YORK, NY 100117175 | Legal | $7,086 |
LINDABURY, MCCORMICK, ESTABROOK8+ years Service code 29 · EIN 22-1943351 53 CARDINAL DRIVE · WESTFIELD, NJ 10122 | Legal | $5,560 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $500 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALTA TRUST3 years Service code 52 · EIN 83-0524193 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,574 | $76,774+18.0% | $112,263-19.3% | $77,906+16.3% |
| Participation rate | 98.5% | 80.2%+18.4pp | 75.1%+23.5pp | 73.7%+24.8pp |
| Annual return | -6.85% | -10.25%+3.4pp | 27.49%-34.3pp | 12.16%-19.0pp |
| Employer contribution / active EE | $4,410 | $3,977+10.9% | $3,636+21.3% | $2,846+54.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $164 | $239-31.4% | $6,410-97.4% | $133+23.7% |