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| Provider | Service type | Compensation |
|---|---|---|
PENSION PARAMETERS FINANCIAL5+ 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 | $101,004 | $136,307-25.9% | $177,827-43.2% | $73,493+37.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 10.03% | 18.68%-8.7pp | 48.32%-38.3pp | 28.51%-18.5pp |
| Employer contribution / active EE | $5,704 | $3,712+53.7% | $5,918-3.6% | $2,270+151.3% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $415 | $596-30.4% | $12,429-96.7% | $513-19.2% |