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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,355 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,867 | $60,795-78.8% | $69,464-81.5% | $65,185-80.3% |
| Participation rate | 76.7% | 74.9%+1.8pp | 74.6%+2.1pp | 70.2%+6.5pp |
| Annual return | 3.40% | 17.46%-14.1pp | 28.98%-25.6pp | 29.38%-26.0pp |
| Employer contribution / active EE | $1,039 | $2,452-57.6% | $2,779-62.6% | $2,177-52.3% |
| Participant deferral / active EE | $1,599 | $3,162-49.4% | $3,536-54.8% | $3,514-54.5% |
| Admin fee / account holder | $117 | $314-62.7% | $3,840-96.9% | $847-86.2% |