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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $13,657 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 9.31% | 10.09%-0.8pp | 175.18%-165.9pp | 627.08%-617.8pp |
| Employer contribution / active EE | $3,890 | $12,251-68.2% | $38,590-89.9% | $18,824-79.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |