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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER7+ years Service code 59 | Shareholder Servicing | $0 |
AMERICAN PORTFOLIOS FINANCIAL7+ years Filed as: AMERICAN PORTFOLIOS Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,282 | $50,956-9.2% | $96,575-52.1% | $86,813-46.7% |
| Participation rate | 37.0% | 65.2%-28.3pp | 69.8%-32.8pp | 72.3%-35.3pp |
| Annual return | 12.06% | 21.27%-9.2pp | 37.79%-25.7pp | 97.93%-85.9pp |
| Employer contribution / active EE | $744 | $1,111-33.1% | $2,357-68.5% | $2,406-69.1% |
| Participant deferral / active EE | $1,516 | $2,954-48.7% | $3,849-60.6% | $4,131-63.3% |
| Admin fee / account holder | $28 | $166-83.3% | $6,182-99.6% | $170-83.6% |