Filed October 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $12,109 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,110 | $46,732+13.6% | $156,551-66.1% | $55,167-3.7% |
| Participation rate | 67.6% | 65.8%+1.8pp | 84.0%-16.4pp | 69.0%-1.4pp |
| Annual return | -0.11% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $1,063 | $2,105-49.5% | $5,501-80.7% | $1,963-45.8% |
| Participant deferral / active EE | $2,350 | $2,204+6.6% | $4,871-51.8% | $3,054-23.1% |
| Admin fee / account holder | $16 | $418-96.1% | $13,028-99.9% | $504-96.8% |