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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) | $30,639 |
UNITED BENEFIT PENSIONS INC.8 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $5,885 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,554 | $83,045+80.1% | $130,045+15.0% | $71,511+109.1% |
| Participation rate | 77.8% | 74.1%+3.7pp | 78.5%-0.7pp | 67.9%+9.9pp |
| Annual return | 21.54% | 20.61%+0.9pp | -137.30%+158.8pp | 28.86%-7.3pp |
| Employer contribution / active EE | $2,309 | $2,623-12.0% | $4,321-46.6% | $2,589-10.8% |
| Participant deferral / active EE | $4,597 | $4,436+3.6% | $5,820-21.0% | $4,291+7.2% |
| Admin fee / account holder | $295 | $1,727-82.9% | $10,600-97.2% | $1,588-81.4% |