Filed May 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL4+ years Service code 55 · EIN 11-3018002 | Other Commissions | $19,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,093 | $47,898-26.7% | $117,472-70.1% | $64,808-45.9% |
| Participation rate | 20.5% | 61.9%-41.4pp | 70.6%-50.1pp | 71.5%-51.0pp |
| Annual return | -15.16% | -15.54%+0.4pp | 29.74%-44.9pp | 32.82%-48.0pp |
| Employer contribution / active EE | $466 | $1,774-73.7% | $4,176-88.8% | $2,506-81.4% |
| Participant deferral / active EE | $928 | $3,151-70.5% | $4,070-77.2% | $4,310-78.5% |
| Admin fee / account holder | $8 | $132-93.7% | $5,645-99.9% | $188-95.6% |