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| Provider | Service type | Compensation |
|---|---|---|
SAXBST LLP1+ years Service code 10 · EIN 46-4001827 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $24,910 |
PREFERRED PENSION PLANNING1+ years Service code 14 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Plan Administrator | $14,700 |
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 | $97,671 | $70,002+39.5% | $115,038-15.1% | $52,331+86.6% |
| Participation rate | 95.4% | 72.1%+23.3pp | 81.4%+14.0pp | 68.1%+27.3pp |
| Annual return | -9.31% | 4.04%-13.3pp | 26.14%-35.5pp | 4.54%-13.9pp |
| Employer contribution / active EE | $2,074 | $2,715-23.6% | $4,608-55.0% | $1,882+10.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $698 | $566+23.4% | $8,175-91.5% | $592+18.0% |