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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $8,983 |
WAGNER FERBER FINE ACKERMAN2 years Service code 99 · EIN 11-3061778 | Other Fees | $7,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,772 | $101,591+8.1% | $147,096-25.4% | $74,429+47.5% |
| Participation rate | 37.2% | 75.5%-38.3pp | 82.2%-45.0pp | 67.2%-30.0pp |
| Annual return | 16.19% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,636 | $7,302-22.8% | $8,071-30.2% | $4,348+29.6% |
| Admin fee / account holder | $604 | $1,750-65.5% | $13,005-95.4% | $1,944-69.0% |