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| Provider | Service type | Compensation |
|---|---|---|
PENSION PARAMETERS FINANCIAL2 years Service code 11 · EIN 13-3343914 SERVICES, INC. · ABERDEEN, NJ 07747 | Actuarial | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $61,952 | $82,130-24.6% | $453,569-86.3% | $79,389-22.0% |
| Participation rate | 38.3% | 73.4%-35.1pp | 78.0%-39.8pp | 70.7%-32.5pp |
| Annual return | 16.96% | 345.31%-328.3pp | 64.43%-47.5pp | 116.89%-99.9pp |
| Employer contribution / active EE | $0 | $2,659-100.0% | $4,072-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,945 | $4,314-54.9% | $6,211-68.7% | $4,046-51.9% |
| Admin fee / account holder | $7 | $531-98.6% | $11,214-99.9% | $626-98.9% |