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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $9,956 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 37 · EIN 04-3532603 | Loan Processing | $8,338 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD/ACENSUS Service code 37 100 VANGUARD BLVD · MALVERN, PA 19355 | Loan Processing | $6,472 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,260 | $101,317-59.3% | $146,958-71.9% | $74,495-44.6% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.2pp |
| Annual return | 12.26% | 8730.91%-8718.7pp | 418.34%-406.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,102 | $3,810-18.6% | $4,933-37.1% | $2,623+18.3% |
| Participant deferral / active EE | $10,122 | $7,303+38.6% | $8,070+25.4% | $4,346+132.9% |
| Admin fee / account holder | $117 | $1,739-93.3% | $12,998-99.1% | $1,942-94.0% |