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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS INC. Service code 49 | Other Services | $17,203 |
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERV Service code 27 · EIN 11-3018002 | Advisory (Plan) | $0 |
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 111 EXPRESS ST · PLAINVIEW, NY 11803 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,397 | $59,220+3.7% | $96,572-36.4% | $79,389-22.7% |
| Participation rate | 22.9% | 61.9%-39.0pp | 69.8%-47.0pp | 70.7%-47.9pp |
| Annual return | 21.25% | 27.08%-5.8pp | 37.79%-16.5pp | 116.89%-95.6pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,887 | $2,948-2.1% | $3,850-25.0% | $4,046-28.6% |
| Admin fee / account holder | $14 | $659-97.9% | $6,183-99.8% | $626-97.8% |