Filed May 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 15 · EIN 11-3600438 | Recordkeeping | $25,696 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,487 | $52,450-22.8% | $129,397-68.7% | $74,429-45.6% |
| Participation rate | 52.8% | 53.8%-1.1pp | 69.6%-16.9pp | 67.2%-14.5pp |
| Annual return | 13.73% | 15.65%-1.9pp | 9453.98%-9440.3pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $1,142 | $1,532-25.4% | $4,154-72.5% | $2,625-56.5% |
| Participant deferral / active EE | $2,332 | $2,797-16.6% | $4,167-44.1% | $4,348-46.4% |
| Admin fee / account holder | $283 | $2,636-89.2% | $7,679-96.3% | $1,944-85.4% |