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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIO ADVISOR Service code 50 · EIN 11-3800438 | Direct Payment | $134,590 |
AMERICAN PORTFOLIOS FINANCIAL4+ years Filed as: AMERICAN PORTFOLIOS FNCL SVC Service code 55 · EIN 11-3018002 | Other Commissions | $134,590 |
AMERICAN PORTFOLIOS FINANCIAL4+ years Filed as: AMERICAN PORTFOLIOS FNCL Service code 55 | Other Commissions | $52,587 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,638 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,694 | $75,388+4.4% | $123,553-36.3% | $55,725+41.2% |
| Participation rate | 88.1% | 75.7%+12.4pp | 82.3%+5.8pp | 70.9%+17.2pp |
| Annual return | -3.12% | 4.48%-7.6pp | 119.21%-122.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,940 | $3,063-36.7% | $4,628-58.1% | $2,078-6.7% |
| Participant deferral / active EE | $6,081 | $5,651+7.6% | $6,426-5.4% | $3,356+81.2% |
| Admin fee / account holder | $407 | $120+240.0% | $9,284-95.6% | $115+253.5% |