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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL10+ years Filed as: AMERICAN PORTFOLIOS ADVISORS ONE Service code 27 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NE 14625 | Advisory (Plan) | $51,433 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $40,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,589 | $101,653-0.1% | $147,080-30.9% | $74,459+36.4% |
| Participation rate | 98.7% | 75.6%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 13.35% | 8754.98%-8741.6pp | 420.17%-406.8pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $2,400 | $3,813-37.1% | $4,933-51.4% | $2,626-8.6% |
| Participant deferral / active EE | $7,010 | $7,304-4.0% | $8,066-13.1% | $4,350+61.2% |
| Admin fee / account holder | $461 | $1,752-73.7% | $12,989-96.5% | $1,945-76.3% |