Filed June 4, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $94,569 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,265 |
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 | $77,268 | $54,213+42.5% | $93,696-17.5% | $77,736-0.6% |
| Participation rate | 77.5% | 64.0%+13.5pp | 68.7%+8.7pp | 70.6%+6.9pp |
| Annual return | 11.38% | 30.55%-19.2pp | 133.74%-122.4pp | 31.26%-19.9pp |
| Employer contribution / active EE | $2,315 | $1,168+98.1% | $2,422-4.4% | $2,728-15.1% |
| Participant deferral / active EE | $4,324 | $3,145+37.5% | $4,417-2.1% | $4,651-7.0% |
| Admin fee / account holder | $461 | $575-19.9% | $8,287-94.4% | $433+6.3% |