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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 27 4250 VETERANS MEMORIAL HWY STE 420 · HOLBROOK, NY 11741 | Advisory (Plan) | $10,433 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,087 | $88,122-69.3% | $141,177-80.8% | $67,579-59.9% |
| Participation rate | 43.8% | 76.5%-32.7pp | 82.5%-38.7pp | 71.3%-27.5pp |
| Annual return | 17.51% | 75.40%-57.9pp | 71.40%-53.9pp | 378.56%-361.0pp |
| Employer contribution / active EE | $44 | $3,224-98.6% | $4,736-99.1% | $2,148-97.9% |
| Participant deferral / active EE | $1,695 | $5,958-71.5% | $6,710-74.7% | $3,539-52.1% |
| Admin fee / account holder | $9 | $131-92.9% | $10,263-99.9% | $142-93.5% |