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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 | Other Services | $9,777 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC. Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,410 | $91,439-29.6% | $135,974-52.6% | $71,511-9.9% |
| Participation rate | 88.1% | 75.7%+12.5pp | 81.9%+6.2pp | 67.9%+20.2pp |
| Annual return | 20.75% | 29.90%-9.1pp | 68.30%-47.6pp | 28.86%-8.1pp |
| Employer contribution / active EE | $6,661 | $3,705+79.8% | $4,859+37.1% | $2,589+157.3% |
| Participant deferral / active EE | $10,854 | $7,093+53.0% | $7,760+39.9% | $4,291+153.0% |
| Admin fee / account holder | $9 | $1,267-99.3% | $10,767-99.9% | $1,588-99.4% |