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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,649 | $56,317+43.2% | $71,209+13.3% | $74,304+8.5% |
| Participation rate | 45.2% | 55.1%-9.9pp | 73.8%-28.5pp | 60.3%-15.1pp |
| Annual return | 15.20% | 42.83%-27.6pp | 282.51%-267.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,279 | $2,160-40.8% | $2,721-53.0% | $2,241-42.9% |
| Participant deferral / active EE | $2,809 | $2,788+0.8% | $4,175-32.7% | $3,767-25.4% |
| Admin fee / account holder | $317 | $2,290-86.2% | $5,349-94.1% | $2,969-89.3% |