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| Provider | Service type | Compensation |
|---|---|---|
Service code 63 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | 12b-1 Fees | $64,395 |
ASSOCIATED PENSION CONSULTANTS2+ years Service code 63 · EIN 11-3271022 6800 JERICHO TPKE, SUITE 200W · SYOSSET, NY 43215 | 12b-1 Fees | $4,961 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,129 | $46,072-10.7% | $69,779-41.1% | $55,167-25.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 6.47% | 8.68%-2.2pp | 12.99%-6.5pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,731 | $1,500+82.1% | $2,338+16.8% | $1,963+39.2% |
| Participant deferral / active EE | $4,642 | $2,344+98.1% | $2,931+58.4% | $3,054+52.0% |
| Admin fee / account holder | $281 | $428-34.3% | $4,381-93.6% | $504-44.2% |