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| Provider | Service type | Compensation |
|---|---|---|
SAX LLP3 years Service code 10 · EIN 46-4001827 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $30,525 |
PREFERRED PENSION PLANNING4+ years Service code 14 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Plan Administrator | $15,030 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,820 | $75,388+16.5% | $123,552-28.9% | $55,725+57.6% |
| Participation rate | 78.6% | 75.7%+3.0pp | 82.3%-3.7pp | 70.9%+7.8pp |
| Annual return | -8.18% | 4.48%-12.7pp | 119.20%-127.4pp | 244.93%-253.1pp |
| Employer contribution / active EE | $1,456 | $3,063-52.5% | $4,628-68.5% | $2,078-29.9% |
| Participant deferral / active EE | $1,242 | $5,651-78.0% | $6,426-80.7% | $3,356-63.0% |
| Admin fee / account holder | $826 | $120+589.9% | $9,285-91.1% | $115+617.3% |