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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 27 · EIN 11-3018002 | Advisory (Plan) | $17,184 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,964 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,249 |
Filed as: MAGII PENSION SERVICES Service code 13 490 WHEELER RD STE 265 · HAUPPAUGE, NY 117884365 | Contract Administrator | $2,597 |
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 | $29,065 | $65,322-55.5% | $70,462-58.8% | $73,493-60.5% |
| Participation rate | 60.7% | 77.0%-16.2pp | 75.1%-14.3pp | 70.7%-10.0pp |
| Annual return | 7.22% | 15.71%-8.5pp | 109.08%-101.9pp | 28.51%-21.3pp |
| Employer contribution / active EE | $2,498 | $2,460+1.6% | $2,737-8.7% | $2,270+10.0% |
| Participant deferral / active EE | $3,568 | $3,375+5.7% | $3,710-3.8% | $3,740-4.6% |
| Admin fee / account holder | $129 | $214-39.7% | $3,845-96.6% | $513-74.8% |