Filed July 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS Service code 27 · EIN 11-3600438 | Advisory (Plan) | $60,199 |
Filed as: VOYA FINANCIAL PARTNERS Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,081 | $84,948+39.0% | $70,462+67.6% | $73,412+60.8% |
| Participation rate | 32.2% | 79.9%-47.7pp | 75.1%-42.8pp | 72.2%-40.0pp |
| Annual return | 10.72% | 13.39%-2.7pp | 109.08%-98.4pp | 59.30%-48.6pp |
| Employer contribution / active EE | $1,083 | $2,834-61.8% | $2,737-60.4% | $2,234-51.5% |
| Participant deferral / active EE | $1,628 | $3,387-51.9% | $3,710-56.1% | $3,806-57.2% |
| Admin fee / account holder | $192 | $98+95.5% | $3,845-95.0% | $158+21.5% |