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| Provider | Service type | Compensation |
|---|---|---|
SAX LLP5 years Service code 10 · EIN 46-4001827 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $31,375 |
PREFERRED PENSION PLANNING6+ years Service code 14 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Plan Administrator | $27,570 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,819 | $100,801-5.9% | $149,696-36.7% | $73,409+29.2% |
| Participation rate | 77.2% | 77.7%-0.4pp | 82.5%-5.2pp | 72.2%+5.1pp |
| Annual return | 2.36% | 265.34%-263.0pp | 276.60%-274.2pp | 59.29%-56.9pp |
| Employer contribution / active EE | $1,442 | $3,312-56.4% | $4,644-68.9% | $2,234-35.4% |
| Participant deferral / active EE | $1,892 | $6,404-70.5% | $6,842-72.4% | $3,805-50.3% |
| Admin fee / account holder | $681 | $181+276.9% | $9,309-92.7% | $158+331.5% |