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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 N/A · DES MOINES, IA 50392 | Contract Administrator | $22,956 |
Filed as: MERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 | Other Services | $12,536 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,002-100.0% | $59,887-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 74.7%-74.7pp | 69.9%-69.9pp |
| Annual return | 12.67% | 1.13%+11.5pp | 3.46%+9.2pp | -9.96%+22.6pp |
| Employer contribution / active EE | $2,255 | $2,448-7.9% | $2,722-17.1% | $2,111+6.8% |
| Participant deferral / active EE | $3,266 | $3,121+4.7% | $3,402-4.0% | $3,350-2.5% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |