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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 | Other Services | $9,486 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC. Service code 49 · EIN 11-3271022 111 EXPRESS ST · PLAINVIEW, NY 11803 | Other Services | $0 |
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $0 |
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 | $68,391 | $104,482-34.5% | $159,455-57.1% | $79,393-13.9% |
| Participation rate | 84.7% | 76.6%+8.1pp | 82.8%+1.9pp | 70.7%+14.0pp |
| Annual return | 17.04% | 67.96%-50.9pp | 263.63%-246.6pp | 116.87%-99.8pp |
| Employer contribution / active EE | $6,203 | $3,416+81.6% | $4,830+28.4% | $2,428+155.5% |
| Participant deferral / active EE | $9,265 | $6,467+43.3% | $7,353+26.0% | $4,046+129.0% |
| Admin fee / account holder | $14 | $711-98.0% | $10,800-99.9% | $627-97.7% |