Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $10,015 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,364 | $101,672-44.6% | $147,117-61.7% | $74,478-24.3% |
| Participation rate | 86.7% | 75.5%+11.1pp | 82.2%+4.5pp | 67.2%+19.4pp |
| Annual return | 16.70% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,031 | $7,305+23.6% | $8,065+12.0% | $4,350+107.6% |
| Admin fee / account holder | $236 | $1,753-86.5% | $12,993-98.2% | $1,946-87.9% |