Filed May 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL2+ years Service code 55 · EIN 11-3018002 | Other Commissions | $14,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,145 | $53,901-36.7% | $134,143-74.5% | $73,488-53.5% |
| Participation rate | 36.4% | 62.8%-26.4pp | 72.2%-35.8pp | 70.7%-34.3pp |
| Annual return | 15.45% | 15.82%-0.4pp | 36.33%-20.9pp | 28.51%-13.1pp |
| Employer contribution / active EE | $577 | $1,458-60.4% | $3,704-84.4% | $2,270-74.6% |
| Participant deferral / active EE | $1,594 | $2,739-41.8% | $3,499-54.4% | $3,740-57.4% |
| Admin fee / account holder | $6 | $581-99.0% | $6,684-99.9% | $513-98.9% |