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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASIA PACIFIC FINANCIAL MANAGEMENT G Service code 27 · EIN 66-0493272 | Advisory (Plan) | $44,030 |
PENSYS, INC.2 years Service code 15 · EIN 68-0348235 | Recordkeeping | $21,497 |
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 | $38,354 | $89,739-57.3% | $149,721-74.4% | $62,293-38.4% |
| Participation rate | 89.6% | 85.1%+4.4pp | 87.1%+2.5pp | 69.5%+20.0pp |
| Annual return | 18.42% | 21.01%-2.6pp | 1501.67%-1483.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,505 | $3,233-53.5% | $5,444-72.4% | $2,042-26.3% |
| Participant deferral / active EE | $2,071 | $4,797-56.8% | $6,568-68.5% | $3,169-34.7% |
| Admin fee / account holder | $478 | $551-13.2% | $11,282-95.8% | $479-0.2% |