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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,775 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $5,036 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $2,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $54,342 | $88,137-38.3% | $164,975-67.1% | $74,429-27.0% |
| Participation rate | 65.3% | 73.1%-7.8pp | 78.6%-13.3pp | 67.2%-1.9pp |
| Annual return | 11.08% | 17.13%-6.0pp | 70.12%-59.0pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $2,030 | $2,597-21.8% | $4,343-53.2% | $2,625-22.6% |
| Participant deferral / active EE | $4,027 | $4,501-10.5% | $6,033-33.3% | $4,348-7.4% |
| Admin fee / account holder | $341 | $2,231-84.7% | $12,688-97.3% | $1,944-82.5% |