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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,611 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $14,950 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,378 | $60,795-55.0% | $69,461-60.6% | $65,185-58.0% |
| Participation rate | 56.9% | 74.9%-18.0pp | 74.6%-17.7pp | 70.2%-13.3pp |
| Annual return | 5.51% | 17.46%-11.9pp | 28.97%-23.5pp | 29.38%-23.9pp |
| Employer contribution / active EE | $2,000 | $2,452-18.4% | $2,779-28.0% | $2,177-8.1% |
| Participant deferral / active EE | $3,501 | $3,162+10.7% | $3,536-1.0% | $3,514-0.4% |
| Admin fee / account holder | $160 | $314-48.9% | $3,840-95.8% | $847-81.1% |