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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTD, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $1,310 |
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 | $118,799 | $89,652+32.5% | $141,197-15.9% | $65,186+82.2% |
| Participation rate | 69.8% | 74.7%-4.9pp | 82.5%-12.7pp | 70.2%-0.4pp |
| Annual return | 52.14% | 32.79%+19.3pp | 71.41%-19.3pp | 29.39%+22.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,192 | $5,691+79.1% | $6,710+51.9% | $3,514+190.0% |
| Admin fee / account holder | $79 | $569-86.0% | $10,265-99.2% | $847-90.6% |