Filed August 7, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL2+ years Service code 16 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 11741 | Consulting | $24,647 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $8,783 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,270 | $71,802+7.6% | $133,975-42.3% | $57,658+34.0% |
| Participation rate | 65.8% | 85.5%-19.6pp | 87.1%-21.2pp | 70.2%-4.4pp |
| Annual return | 48.86% | 13.51%+35.4pp | 29.29%+19.6pp | 5.13%+43.7pp |
| Employer contribution / active EE | $1,048 | $3,161-66.8% | $5,211-79.9% | $1,974-46.9% |
| Participant deferral / active EE | $2,979 | $4,606-35.3% | $6,282-52.6% | $3,061-2.7% |
| Admin fee / account holder | $18 | $88-79.7% | $9,324-99.8% | $95-81.2% |