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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 | $7,191 |
Filed as: VOYA RETIREMENT INSURANCE & ANN COM Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $47,060 | $91,439-48.5% | $135,974-65.4% | $71,511-34.2% |
| Participation rate | 83.4% | 75.7%+7.8pp | 81.9%+1.5pp | 67.9%+15.5pp |
| Annual return | 25.57% | 29.90%-4.3pp | 68.30%-42.7pp | 28.86%-3.3pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,800 | $7,093+10.0% | $7,760+0.5% | $4,291+81.8% |
| Admin fee / account holder | $168 | $1,267-86.7% | $10,767-98.4% | $1,588-89.4% |