Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION PARAMETERS FINANCIAL4 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.
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 | $54,476 | $80,138-32.0% | $130,270-58.2% | $71,529-23.8% |
| Participation rate | 46.8% | 71.0%-24.2pp | 76.3%-29.5pp | 67.9%-21.2pp |
| Annual return | 23.74% | 16.81%+6.9pp | 38.89%-15.2pp | 28.97%-5.2pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,128-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,082 | $4,641-33.6% | $6,797-54.7% | $4,291-28.2% |
| Admin fee / account holder | $14 | $1,035-98.6% | $6,022-99.8% | $1,588-99.1% |