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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC INSTITUTIONS INC Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $23,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,022 | $55,472+2.8% | $155,567-63.3% | $74,546-23.5% |
| Participation rate | 57.6% | 61.9%-4.3pp | 78.2%-20.6pp | 67.2%-9.6pp |
| Annual return | 11.81% | 268.72%-256.9pp | 64.74%-52.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,780 | $2,269-21.5% | $4,674-61.9% | $2,624-32.2% |
| Participant deferral / active EE | $2,538 | $2,838-10.6% | $5,628-54.9% | $4,347-41.6% |
| Admin fee / account holder | $221 | $1,743-87.3% | $15,916-98.6% | $1,944-88.6% |