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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $22,248 |
OSAIC WEALTH INC2 years Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $7,660 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,976 |
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 | $181,909 | $67,894+167.9% | $89,340+103.6% | $82,448+120.6% |
| Participation rate | 89.1% | 64.0%+25.1pp | 69.6%+19.6pp | 68.1%+21.1pp |
| Annual return | 11.76% | 19.21%-7.4pp | 20.57%-8.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,633 | $1,828-10.7% | $2,231-26.8% | $2,551-36.0% |
| Participant deferral / active EE | $7,946 | $3,072+158.6% | $3,823+107.8% | $4,139+92.0% |
| Admin fee / account holder | $29 | $5,723-99.5% | $6,704-99.6% | $7,234-99.6% |