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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 | $75,058-5.8% | $152,301-53.6% | $64,340+9.9% |
| Participation rate | 85.3% | 60.9%+24.4pp | 82.4%+2.8pp | 55.2%+30.0pp |
| Annual return | 19.77% | 29.93%-10.2pp | 80.50%-60.7pp | 24.14%-4.4pp |
| Employer contribution / active EE | $1,245 | $2,605-52.2% | $4,624-73.1% | $1,862-33.1% |
| Participant deferral / active EE | $9,642 | $5,041+91.3% | $8,004+20.5% | $2,980+223.5% |
| Admin fee / account holder | $291 | $4,050-92.8% | $14,398-98.0% | $3,703-92.1% |