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 FINANCIAL4+ years Filed as: AMERICAN PORTFOLIOS ADVI Service code 27 · EIN 11-3600438 | Advisory (Plan) | $81,682 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 49 · EIN 04-2530412 | Other Services | $23,219 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,625 |
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 | $98,647 | $70,083+40.8% | $59,883+64.7% | $55,725+77.0% |
| Participation rate | 27.7% | 78.4%-50.7pp | 74.7%-47.0pp | 70.9%-43.2pp |
| Annual return | -4.09% | 3.13%-7.2pp | 3.46%-7.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,271 | $2,878-55.8% | $2,722-53.3% | $2,078-38.8% |
| Participant deferral / active EE | $1,514 | $3,079-50.8% | $3,402-55.5% | $3,356-54.9% |
| Admin fee / account holder | $184 | $70+162.1% | $3,591-94.9% | $115+60.0% |