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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 55 | Other Commissions | $5,449 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 55 | Other Commissions | $5,449 |
TYLER ASSOCIATES INC2+ years Filed as: TYLER ASSOCIATES, INC. Service code 13 33 BURNCOAT STREET · WORCESTER, MA 01605 | Contract Administrator | $1,650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,103 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $406 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INC. MORNINGSTAR ASSOC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $305 |
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 55 4250 VETERANS MEMORY HWY · HOLBROOK, NY 11741 | Other Commissions | $0 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,741 | $56,640-65.1% | $78,002-74.7% | $55,167-64.2% |
| Participation rate | 67.1% | 73.3%-6.2pp | 75.5%-8.4pp | 69.0%-1.9pp |
| Annual return | 31.72% | 2868.48%-2836.8pp | 425.99%-394.3pp | 169.23%-137.5pp |
| Employer contribution / active EE | $2,757 | $1,724+60.0% | $2,470+11.6% | $1,963+40.5% |
| Participant deferral / active EE | $3,309 | $2,778+19.1% | $3,497-5.4% | $3,054+8.3% |
| Admin fee / account holder | $12 | $467-97.4% | $5,481-99.8% | $504-97.6% |