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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,848 | $102,661-72.9% | $151,639-81.6% | $66,938-58.4% |
| Participation rate | 61.9% | 85.5%-23.7pp | 87.5%-25.6pp | 69.8%-7.9pp |
| Annual return | -19.48% | -10.81%-8.7pp | 3.34%-22.8pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,225 | $4,184-46.8% | $6,165-63.9% | $2,545-12.6% |
| Participant deferral / active EE | $5,924 | $6,645-10.9% | $8,363-29.2% | $4,238+39.8% |
| Admin fee / account holder | $15 | $630-97.7% | $11,613-99.9% | $594-97.5% |