Filed July 23, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL3+ years Filed as: AMERICAN PORTFOLIOS ADVI Service code 27 · EIN 11-3600438 | Advisory (Plan) | $71,008 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 49 · EIN 04-2530412 | Other Services | $19,933 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,011 |
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 | $103,297 | $74,552+38.6% | $63,018+63.9% | $69,631+48.3% |
| Participation rate | 30.2% | 78.3%-48.1pp | 74.8%-44.6pp | 70.7%-40.5pp |
| Annual return | 14.58% | 15.77%-1.2pp | 87.62%-73.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,345 | $2,929-54.1% | $2,761-51.3% | $2,032-33.8% |
| Participant deferral / active EE | $1,497 | $2,974-49.7% | $3,330-55.0% | $3,224-53.6% |
| Admin fee / account holder | $163 | $59+174.9% | $3,601-95.5% | $110+47.9% |