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| Provider | Service type | Compensation |
|---|---|---|
SAXBST LLP2+ years Service code 10 · EIN 46-4001827 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $15,500 |
PREFERRED PENSION PLANNING2+ years Service code 14 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Plan Administrator | $14,630 |
SAX LLP1 year Service code 10 · EIN 46-4001827 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,674 | $75,183+39.2% | $123,894-15.5% | $55,167+89.7% |
| Participation rate | 93.6% | 72.8%+20.7pp | 81.4%+12.2pp | 69.0%+24.6pp |
| Annual return | 18.08% | 19.01%-0.9pp | 47.52%-29.4pp | 169.23%-151.1pp |
| Employer contribution / active EE | $1,931 | $2,823-31.6% | $4,617-58.2% | $1,963-1.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $704 | $663+6.3% | $8,357-91.6% | $504+39.8% |