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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,945 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $11,585 |
ASSOCIATED PENSION CONSULTANTS9+ years Service code 27 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Advisory (Plan) | $5,997 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,892 | $58,099+56.4% | $76,872+18.2% | $75,173+20.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.31% | 26.71%-14.4pp | 37.90%-25.6pp | 160.72%-148.4pp |
| Employer contribution / active EE | $3,659 | $1,996+83.4% | $2,533+44.4% | $2,671+37.0% |
| Participant deferral / active EE | $5,647 | $2,999+88.3% | $3,832+47.4% | $4,126+36.9% |
| Admin fee / account holder | $275 | $4,778-94.2% | $5,476-95.0% | $5,651-95.1% |