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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 | $101,653-35.5% | $147,080-55.4% | $74,459-11.9% |
| Participation rate | 68.7% | 75.6%-6.8pp | 82.2%-13.5pp | 67.2%+1.5pp |
| Annual return | 10.83% | 8754.98%-8744.1pp | 420.17%-409.3pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $765 | $3,813-79.9% | $4,933-84.5% | $2,626-70.9% |
| Participant deferral / active EE | $4,906 | $7,304-32.8% | $8,066-39.2% | $4,350+12.8% |
| Admin fee / account holder | $502 | $1,752-71.3% | $12,989-96.1% | $1,945-74.2% |