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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASIA PACIFIC FINANCIAL MANAGEMENT G Service code 27 · EIN 66-0493272 | Advisory (Plan) | $42,073 |
PENSYS, INC.1 year Service code 15 · EIN 68-0348235 | Recordkeeping | $6,093 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,114 | $74,089-52.6% | $133,975-73.8% | $55,167-36.4% |
| Participation rate | 95.4% | 84.3%+11.1pp | 87.1%+8.3pp | 69.0%+26.4pp |
| Annual return | 7.22% | 12.11%-4.9pp | 29.29%-22.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,156 | $3,064-29.6% | $5,211-58.6% | $1,963+9.8% |
| Participant deferral / active EE | $2,453 | $4,678-47.6% | $6,282-61.0% | $3,054-19.7% |
| Admin fee / account holder | $392 | $458-14.5% | $9,324-95.8% | $504-22.3% |