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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 | $19,854 |
Filed as: VOYA RETIREMENT INSURANCE & ANN COM Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,914 | $84,499-52.8% | $125,391-68.2% | $66,949-40.4% |
| Participation rate | 81.6% | 76.4%+5.2pp | 82.4%-0.8pp | 69.8%+11.8pp |
| Annual return | -4.32% | -8.49%+4.2pp | 572.41%-576.7pp | 1.57%-5.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,396 | $6,785+9.0% | $7,448-0.7% | $4,239+74.5% |
| Admin fee / account holder | $146 | $685-78.7% | $10,009-98.5% | $594-75.4% |