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| Provider | Service type | Compensation |
|---|---|---|
PENSION PARAMETERS FINANCIAL3 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,364 | $69,848-37.9% | $115,756-62.5% | $66,949-35.2% |
| Participation rate | 44.7% | 70.6%-26.0pp | 77.1%-32.4pp | 69.8%-25.2pp |
| Annual return | -18.40% | 969.66%-988.1pp | 143.14%-161.5pp | 1.57%-20.0pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,878 | $4,274-32.7% | $6,254-54.0% | $4,239-32.1% |
| Admin fee / account holder | $8 | $337-97.7% | $8,124-99.9% | $594-98.7% |