Filed May 1, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,444 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $14,857 |
Filed as: AMERICAN PORTFOLIOS Service code 27 · EIN 11-3018002 | Advisory (Plan) | $7,026 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,649 | $47,105+71.2% | $68,368+18.0% | $67,986+18.6% |
| Participation rate | 45.2% | 51.8%-6.5pp | 73.8%-28.5pp | 57.2%-12.0pp |
| Annual return | 15.20% | 48.37%-33.2pp | 292.57%-277.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $1,279 | $1,859-31.2% | $2,649-51.7% | $2,019-36.6% |
| Participant deferral / active EE | $2,809 | $2,374+18.3% | $4,123-31.9% | $3,358-16.4% |
| Admin fee / account holder | $317 | $2,435-87.0% | $5,150-93.9% | $3,203-90.1% |