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| 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 | $58,258-78.7% | $81,820-84.8% | $80,925-84.7% |
| Participation rate | 98.3% | 63.5%+34.8pp | 72.4%+25.9pp | 67.7%+30.6pp |
| Annual return | 11.22% | 41.76%-30.5pp | 777.93%-766.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $663 | $2,345-71.7% | $2,915-77.2% | $2,756-75.9% |
| Participant deferral / active EE | $2,877 | $3,284-12.4% | $4,323-33.4% | $4,299-33.1% |
| Admin fee / account holder | $107 | $4,976-97.9% | $7,391-98.6% | $6,940-98.5% |