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| Provider | Service type | Compensation |
|---|---|---|
SAX LLP7 years Service code 10 · EIN 46-4001827 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $30,463 |
PREFERRED PENSION PLANNING8+ years Service code 14 991 ROUTE 22 WEST · BRIDGEWATER, NJ 08807 | Plan Administrator | $15,345 |
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.)
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 | $90,849 | $82,163+10.6% | $125,363-27.5% | $64,814+40.2% |
| Participation rate | 78.1% | 77.9%+0.2pp | 82.4%-4.3pp | 71.5%+6.6pp |
| Annual return | 0.47% | 3.49%-3.0pp | 572.15%-571.7pp | 32.84%-32.4pp |
| Employer contribution / active EE | $1,446 | $3,616-60.0% | $4,815-70.0% | $2,507-42.3% |
| Participant deferral / active EE | $2,354 | $7,175-67.2% | $7,447-68.4% | $4,310-45.4% |
| Admin fee / account holder | $735 | $163+350.6% | $10,005-92.7% | $188+291.5% |