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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $35,258 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,334 |
ASSOCIATED PENSION CONSULTANTS10+ years Service code 27 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Advisory (Plan) | $8,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,155 | $151,490-37.8% | $81,370+15.7% | - |
| Participation rate | 100.0% | 67.5%+32.5pp | 69.5%+30.5pp | - |
| Annual return | 9.67% | 14.17%-4.5pp | 24.85%-15.2pp | - |
| Employer contribution / active EE | $3,010 | $2,542+18.4% | $2,464+22.2% | - |
| Participant deferral / active EE | $5,691 | $4,237+34.3% | $3,885+46.5% | - |
| Admin fee / account holder | $369 | $25,345-98.5% | $5,749-93.6% | - |