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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $38,870 |
LILLING & COMPANY LLP1 year Service code 99 2 SEAVIEW BLVD · PORT WASHINGTON, NY 11050 | Other Fees | $18,699 |
UNITED BENEFIT PENSIONS INC.9 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $7,120 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,311 | $88,203+124.8% | $165,100+20.1% | $74,478+166.3% |
| Participation rate | 69.5% | 73.1%-3.6pp | 78.6%-9.1pp | 67.2%+2.3pp |
| Annual return | 23.41% | 17.13%+6.3pp | 70.21%-46.8pp | 1370.56%-1347.2pp |
| Employer contribution / active EE | $2,542 | $2,601-2.3% | $4,348-41.5% | $2,626-3.2% |
| Participant deferral / active EE | $5,051 | $4,505+12.1% | $6,035-16.3% | $4,350+16.1% |
| Admin fee / account holder | $539 | $2,235-75.9% | $12,696-95.8% | $1,946-72.3% |