Filed August 27, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AFC PENSIONS, INC. Service code 13 · EIN 04-2484178 200 RESERVOIR STREET, SUITE 100 · NEEDHAM, MA 024943146 | Contract Administrator | $4,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,613 | $71,192+46.9% | $117,861-11.2% | $62,293+67.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 79.7%-39.7pp | 69.5%-29.5pp |
| Annual return | 16.19% | 18.66%-2.5pp | 335.11%-318.9pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,287 | $1,934-33.5% | $3,786-66.0% | $2,042-37.0% |
| Participant deferral / active EE | $2,732 | $3,189-14.3% | $4,482-39.0% | $3,169-13.8% |
| Admin fee / account holder | $70 | $587-88.1% | $8,021-99.1% | $479-85.4% |