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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,311 |
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $33,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,591 | $101,591-35.4% | $147,096-55.4% | $74,429-11.9% |
| Participation rate | 68.7% | 75.5%-6.8pp | 82.2%-13.5pp | 67.2%+1.5pp |
| Annual return | 10.83% | 8746.45%-8735.6pp | 419.75%-408.9pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $765 | $3,813-79.9% | $4,936-84.5% | $2,625-70.9% |
| Participant deferral / active EE | $4,906 | $7,302-32.8% | $8,071-39.2% | $4,348+12.8% |
| Admin fee / account holder | $502 | $1,750-71.3% | $13,005-96.1% | $1,944-74.2% |