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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,369 |
Filed as: AMERICAN PORTFOLIOS FIN SVCS INC Service code 33 · EIN 11-3018002 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant 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.
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 | $196,681 | $102,661+91.6% | $151,645+29.7% | $66,949+193.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.32% | -10.81%-2.5pp | 3.34%-16.7pp | 1.57%-14.9pp |
| Employer contribution / active EE | $1,465 | $4,184-65.0% | $6,165-76.2% | $2,545-42.4% |
| Participant deferral / active EE | $13,520 | $6,645+103.5% | $8,363+61.7% | $4,239+218.9% |
| Admin fee / account holder | $37 | $630-94.1% | $11,614-99.7% | $594-93.7% |