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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS FINANCIL SERVI Service code 49 | Other Services | $10,519 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 27 · EIN 11-3600438 | Advisory (Plan) | $9,773 |
Service code 21 · EIN 59-0905430 | Bank Trustee | $6,577 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $4,973 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,882 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 | Other Services | $0 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INS CO Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,229 | $46,599+74.3% | $64,101+26.7% | $75,173+8.1% |
| Participation rate | 65.6% | 65.9%-0.3pp | 72.3%-6.7pp | 67.2%-1.6pp |
| Annual return | 7.92% | 26.06%-18.1pp | 33.72%-25.8pp | 160.72%-152.8pp |
| Employer contribution / active EE | $1,722 | $1,975-12.8% | $2,749-37.4% | $2,671-35.5% |
| Participant deferral / active EE | $3,973 | $2,837+40.0% | $3,881+2.4% | $4,126-3.7% |
| Admin fee / account holder | $41 | $2,956-98.6% | $3,070-98.7% | $5,651-99.3% |