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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $48,518 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES INC Service code 13 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $1,405 |
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 | $142,225 | $61,391+131.7% | $149,723-5.0% | $71,529+98.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.02% | 35.88%-19.9pp | 134.50%-118.5pp | 28.97%-13.0pp |
| Employer contribution / active EE | $10,975 | $2,384+360.4% | $4,821+127.6% | $2,590+323.8% |
| Participant deferral / active EE | $8,389 | $2,921+187.2% | $5,682+47.6% | $4,291+95.5% |
| Admin fee / account holder | $603 | $1,264-52.3% | $13,215-95.4% | $1,588-62.0% |