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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $19,418 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,222 | $80,781-42.8% | $102,437-54.9% | $74,478-37.9% |
| Participation rate | 38.6% | 65.7%-27.0pp | 74.5%-35.9pp | 67.2%-28.6pp |
| Annual return | 13.07% | 27.58%-14.5pp | 24.95%-11.9pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $882 | $3,160-72.1% | $3,871-77.2% | $2,626-66.4% |
| Participant deferral / active EE | $2,118 | $3,862-45.2% | $5,060-58.2% | $4,350-51.3% |
| Admin fee / account holder | $346 | $2,372-85.4% | $8,388-95.9% | $1,946-82.2% |