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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,248 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $0 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,981 | $48,011-29.2% | $63,803-46.7% | $82,637-58.9% |
| Participation rate | 59.3% | 66.6%-7.3pp | 72.7%-13.4pp | 68.1%-8.8pp |
| Annual return | 20.14% | 19.84%+0.3pp | 543.72%-523.6pp | 53.51%-33.4pp |
| Employer contribution / active EE | $1,645 | $1,904-13.6% | $2,532-35.0% | $2,552-35.5% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $271 | $3,873-93.0% | $5,196-94.8% | $7,339-96.3% |