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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 | $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 | $101,591-44.5% | $147,096-61.7% | $74,429-24.3% |
| Participation rate | 86.7% | 75.5%+11.1pp | 82.2%+4.5pp | 67.2%+19.5pp |
| Annual return | 16.70% | 8746.45%-8729.8pp | 419.75%-403.0pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $9,031 | $7,302+23.7% | $8,071+11.9% | $4,348+107.7% |
| Admin fee / account holder | $236 | $1,750-86.5% | $13,005-98.2% | $1,944-87.8% |