Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FINL Service code 27 · EIN 41-0944586 | Advisory (Plan) | $13,658 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,984 |
Service code 27 7755 3RD ST NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $795 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,411 | $58,311-78.7% | $81,882-84.8% | $80,959-84.7% |
| Participation rate | 98.3% | 63.5%+34.8pp | 72.4%+25.9pp | 67.7%+30.6pp |
| Annual return | 11.22% | 41.85%-30.6pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $663 | $2,347-71.7% | $2,916-77.2% | $2,757-75.9% |
| Participant deferral / active EE | $2,877 | $3,287-12.5% | $4,323-33.4% | $4,300-33.1% |
| Admin fee / account holder | $107 | $4,752-97.8% | $7,360-98.5% | $6,925-98.5% |