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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS I Service code 26 · EIN 11-3600438 | Advisory (Participants) | $31,682 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,096 |
ERP RETIREMENT SERVICES6 years Service code 17 · EIN 20-4100804 | Pension Consulting | $14,439 |
BLATT & DAUMAN LLP8 years Service code 10 · EIN 11-2778625 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,289 | $101,499+16.5% | $147,005-19.5% | $74,546+58.7% |
| Participation rate | 85.5% | 75.5%+10.0pp | 82.2%+3.4pp | 67.2%+18.3pp |
| Annual return | 20.90% | 8732.34%-8711.4pp | 418.76%-397.9pp | 1366.03%-1345.1pp |
| Employer contribution / active EE | $2,081 | $3,811-45.4% | $4,934-57.8% | $2,624-20.7% |
| Participant deferral / active EE | $6,689 | $7,304-8.4% | $8,070-17.1% | $4,347+53.9% |
| Admin fee / account holder | $328 | $1,748-81.2% | $13,006-97.5% | $1,944-83.1% |