Filed May 1, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLOSED DLR-AMERICAN PORTFOLIOS Service code 27 · EIN 11-3018002 | Advisory (Plan) | $24,902 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,015 | $65,960+12.2% | $81,882-9.6% | $77,762-4.8% |
| Participation rate | 34.9% | 65.8%-30.9pp | 72.4%-37.5pp | 70.6%-35.7pp |
| Annual return | 14.23% | 26.64%-12.4pp | 779.47%-765.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $1,127 | $2,375-52.5% | $2,916-61.3% | $2,728-58.7% |
| Participant deferral / active EE | $2,049 | $3,505-41.6% | $4,323-52.6% | $4,651-56.0% |
| Admin fee / account holder | $314 | $526-40.4% | $7,360-95.7% | $433-27.5% |