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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 99 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Other Fees | $0 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,909 | $73,102-31.7% | $123,549-59.6% | $56,287-11.3% |
| Participation rate | 40.9% | 74.3%-33.4pp | 82.3%-41.4pp | 69.9%-29.0pp |
| Annual return | -4.97% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,775 | $5,423-11.9% | $6,426-25.7% | $3,350+42.6% |
| Admin fee / account holder | $12 | $554-97.9% | $9,284-99.9% | $521-97.7% |