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| Provider | Service type | Compensation |
|---|---|---|
GARY MOSCOWITZ, PC1+ years Service code 10 · EIN 22-3214883 111 QUIMBY STREET, SUITE 3 · WESTFIELD, NJ 07090 | Accounting | $22,950 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 · EIN 22-2446239 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Actuarial | $17,737 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,559 | $31,109-56.4% | $67,704-80.0% | $52,331-74.1% |
| Participation rate | 100.0% | 54.0%+46.0pp | 67.5%+32.5pp | 68.1%+31.9pp |
| Annual return | -2.01% | 23.70%-25.7pp | 25.41%-27.4pp | 4.54%-6.6pp |
| Employer contribution / active EE | $2,329 | $1,076+116.5% | $2,559-9.0% | $1,882+23.8% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $212 | $466-54.6% | $4,255-95.0% | $592-64.2% |