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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,848 | $102,553-72.8% | $151,611-81.6% | $66,914-58.4% |
| Participation rate | 61.9% | 85.5%-23.6pp | 87.5%-25.6pp | 69.8%-7.9pp |
| Annual return | -19.48% | -10.82%-8.7pp | 3.33%-22.8pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,225 | $4,180-46.8% | $6,166-63.9% | $2,544-12.5% |
| Participant deferral / active EE | $5,924 | $6,641-10.8% | $8,363-29.2% | $4,237+39.8% |
| Admin fee / account holder | $15 | $630-97.6% | $11,616-99.9% | $593-97.5% |