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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,578 |
OSAIC WEALTH INC1 year Filed as: OSAIC WELATH INC Service code 22 | Insurance Broker | $14,347 |
STALKER & ASSOCIATES, INC.7 years Service code 15 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $4,892 |
Service code 27 · EIN 20-1409613 | Advisory (Plan) | $1,235 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,197 | $90,064-63.1% | $100,392-66.9% | $77,736-57.3% |
| Participation rate | 79.8% | 81.3%-1.5pp | 81.5%-1.7pp | 70.6%+9.2pp |
| Annual return | 13.54% | 20.61%-7.1pp | 49.45%-35.9pp | 31.26%-17.7pp |
| Employer contribution / active EE | $825 | $3,043-72.9% | $3,941-79.1% | $2,728-69.8% |
| Participant deferral / active EE | $2,886 | $8,282-65.2% | $8,090-64.3% | $4,651-37.9% |
| Admin fee / account holder | $180 | $172+4.6% | $7,904-97.7% | $433-58.5% |