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| Provider | Service type | Compensation |
|---|---|---|
GARY MOSCOWITZ, PC9+ years Service code 10 · EIN 22-3214883 100 WALNUT AVE, SUITE 210 · CLARK, NJ 07060 | Accounting | $29,200 |
INTAC ACTUARIAL SERVICES9+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 11 · EIN 22-2446239 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $20,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,455 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,123 | $41,150-51.1% | $80,627-75.0% | $71,511-71.9% |
| Participation rate | 100.0% | 50.3%+49.7pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 10.21% | 38.48%-28.3pp | 936.76%-926.6pp | 28.86%-18.6pp |
| Employer contribution / active EE | $2,906 | $1,515+91.8% | $2,723+6.7% | $2,589+12.2% |
| Participant deferral / active EE | $624 | $2,701-76.9% | $4,443-85.9% | $4,291-85.4% |
| Admin fee / account holder | $329 | $1,841-82.2% | $5,381-93.9% | $1,588-79.3% |