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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 15 · EIN 11-3600438 | Recordkeeping | $50,754 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,212 | $65,946-49.6% | $81,783-59.4% | $77,671-57.2% |
| Participation rate | 54.1% | 65.8%-11.7pp | 72.4%-18.2pp | 70.6%-16.5pp |
| Annual return | 17.28% | 26.65%-9.4pp | 775.05%-757.8pp | 31.21%-13.9pp |
| Employer contribution / active EE | $3 | $2,371-99.9% | $2,913-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $2,493 | $3,507-28.9% | $4,320-42.3% | $4,648-46.4% |
| Admin fee / account holder | $277 | $527-47.5% | $7,380-96.2% | $430-35.7% |