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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $6,436 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $1,955 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,693 | $88,360-20.0% | $145,433-51.4% | $67,986+4.0% |
| Participation rate | 85.3% | 65.5%+19.8pp | 82.1%+3.2pp | 57.2%+28.1pp |
| Annual return | 19.77% | 63.15%-43.4pp | 66.58%-46.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $1,245 | $3,054-59.2% | $4,554-72.7% | $2,019-38.3% |
| Participant deferral / active EE | $9,642 | $5,932+62.5% | $7,897+22.1% | $3,358+187.1% |
| Admin fee / account holder | $291 | $3,313-91.2% | $13,129-97.8% | $3,203-90.9% |