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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $20,420 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -9.84% | -15.92%+6.1pp | -8.79%-1.0pp | 39.77%-49.6pp |
| Employer contribution / active EE | $4,971 | $30,693-83.8% | $43,463-88.6% | $19,959-75.1% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |