Filed July 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS ADVI Service code 27 · EIN 11-3600438 | Advisory (Plan) | $26,196 |
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINA Service code 27 · EIN 11-3018002 | Advisory (Plan) | $26,082 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 49 · EIN 04-2530412 | Other Services | $13,848 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,400 | $67,166+34.6% | $57,349+57.6% | $55,191+63.8% |
| Participation rate | 29.1% | 77.7%-48.6pp | 75.1%-45.9pp | 69.2%-40.0pp |
| Annual return | 0.66% | 4.22%-3.6pp | 24.40%-23.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,313 | $2,812-53.3% | $2,689-51.2% | $1,899-30.8% |
| Participant deferral / active EE | $1,778 | $2,835-37.3% | $3,162-43.8% | $3,046-41.6% |
| Admin fee / account holder | $136 | $44+212.1% | $3,356-96.0% | $91+49.7% |