Filed March 8, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: APS INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 46-4325794 1 HUNTINGTON QUADRANGLE, SUITE 2S04 · MELVILLE, NY 11747 | Advisory (Plan) | $30,689 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,601 | $86,949-28.0% | $102,460-38.9% | $80,959-22.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.17% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $3,139 | $2,370+32.5% | $3,025+3.8% | $2,757+13.9% |
| Participant deferral / active EE | $4,576 | $4,121+11.0% | $5,056-9.5% | $4,300+6.4% |
| Admin fee / account holder | $267 | $8,048-96.7% | $9,460-97.2% | $6,925-96.2% |