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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,852 | $128,603-2.1% | $197,124-36.2% | $67,986+85.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 13.19% | 23.77%-10.6pp | 44.34%-31.2pp | 31.67%-18.5pp |
| Employer contribution / active EE | $6,025 | $4,379+37.6% | $6,227-3.2% | $2,019+198.5% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $576 | $3,035-81.0% | $16,298-96.5% | $3,203-82.0% |