Filed July 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC Service code 27 · EIN 93-0987232 18700 N HAYDEN ROAD · SCOTTSDALE, AZ 85255 | Advisory (Plan) | $83,392 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,041 | $91,621+26.7% | $67,511+71.9% | $77,671+49.4% |
| Participation rate | 36.1% | 76.0%-39.9pp | 72.9%-36.8pp | 70.6%-34.5pp |
| Annual return | 12.44% | 14.87%-2.4pp | 3517.41%-3505.0pp | 31.21%-18.8pp |
| Employer contribution / active EE | $1,840 | $3,184-42.2% | $2,733-32.7% | $2,726-32.5% |
| Participant deferral / active EE | $1,943 | $3,906-50.3% | $4,000-51.4% | $4,648-58.2% |
| Admin fee / account holder | $268 | $176+52.3% | $3,999-93.3% | $430-37.6% |