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| Provider | Service type | Compensation |
|---|---|---|
GARY MOSCOWITZ, PC2+ years Service code 10 · EIN 22-3214883 111 QUIMBY STREET, SUITE 3 · WESTFIELD, NJ 07090 | Accounting | $23,000 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 · EIN 22-2446239 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Actuarial | $16,630 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,631 | $32,425-58.0% | $74,577-81.7% | $55,167-75.3% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 1.95% | 10.63%-8.7pp | 20.47%-18.5pp | 169.23%-167.3pp |
| Employer contribution / active EE | $2,405 | $1,043+130.5% | $2,525-4.8% | $1,963+22.6% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $215 | $748-71.3% | $4,138-94.8% | $504-57.3% |