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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 26 · EIN 93-0987232 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 11741 | Advisory (Participants) | $69,490 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 26 · EIN 93-0987232 10 EXCHANGED PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Advisory (Participants) | $16,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,905 | $62,686+6.7% | $178,540-62.5% | $77,736-13.9% |
| Participation rate | 47.8% | 66.9%-19.1pp | 77.1%-29.4pp | 70.6%-22.8pp |
| Annual return | 10.91% | 16.16%-5.3pp | 27.15%-16.2pp | 31.26%-20.4pp |
| Employer contribution / active EE | $1,369 | $1,914-28.4% | $3,953-65.4% | $2,728-49.8% |
| Participant deferral / active EE | $2,499 | $4,224-40.8% | $6,281-60.2% | $4,651-46.3% |
| Admin fee / account holder | $388 | $386+0.5% | $10,424-96.3% | $433-10.5% |