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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $35,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,529 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,483 | $101,653-34.6% | $147,080-54.8% | $74,459-10.7% |
| Participation rate | 87.7% | 75.6%+12.1pp | 82.2%+5.5pp | 67.2%+20.4pp |
| Annual return | 15.00% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $2,142 | $3,813-43.8% | $4,933-56.6% | $2,626-18.4% |
| Participant deferral / active EE | $10,361 | $7,304+41.8% | $8,066+28.4% | $4,350+138.2% |
| Admin fee / account holder | $359 | $1,752-79.5% | $12,989-97.2% | $1,945-81.5% |