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| Provider | Service type | Compensation |
|---|---|---|
PENSION PARAMETERS FINANCIAL10+ years Service code 11 · EIN 13-3343914 SERVICES INC. · ABERDEEN, NJ 07747 | Actuarial | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,852 | $111,335+13.0% | $214,702-41.4% | $65,306+92.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 87.5%+12.5pp | 57.7%+42.3pp |
| Annual return | 13.19% | 22.64%-9.4pp | 54.55%-41.4pp | 21.94%-8.7pp |
| Employer contribution / active EE | $6,025 | $3,806+58.3% | $6,461-6.7% | $1,967+206.3% |
| Participant deferral / active EE | $0 | $5,927-100.0% | $9,147-100.0% | $2,959-100.0% |
| Admin fee / account holder | $576 | $5,028-88.5% | $19,830-97.1% | $3,480-83.4% |