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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 26 | Advisory (Participants) | $20,290 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,243 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC Service code 15 · EIN 11-3401702 50 TICE BLVD., SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $6,077 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 26 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Participants) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,237 | $55,437-14.8% | $155,534-69.6% | $74,459-36.6% |
| Participation rate | 77.6% | 61.9%+15.7pp | 78.2%-0.6pp | 67.2%+10.4pp |
| Annual return | 27.00% | 269.58%-242.6pp | 64.92%-37.9pp | 1369.70%-1342.7pp |
| Employer contribution / active EE | $2,873 | $2,266+26.8% | $4,675-38.5% | $2,626+9.4% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $192 | $1,742-89.0% | $15,900-98.8% | $1,945-90.1% |