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: ASSOCIATED PENSION CONSULTANTD, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $1,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,870 | $104,479+41.5% | $159,474-7.3% | $79,391+86.3% |
| Participation rate | 72.5% | 76.6%-4.2pp | 82.8%-10.4pp | 70.7%+1.8pp |
| Annual return | 17.94% | 67.98%-50.0pp | 263.68%-245.7pp | 116.88%-98.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $10,435 | $6,468+61.3% | $7,353+41.9% | $4,046+157.9% |
| Admin fee / account holder | $8 | $711-98.9% | $10,802-99.9% | $627-98.7% |