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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 | $55,470+2.8% | $155,556-63.3% | $74,478-23.4% |
| Participation rate | 57.6% | 61.9%-4.3pp | 78.2%-20.6pp | 67.2%-9.6pp |
| Annual return | 11.81% | 269.80%-258.0pp | 64.84%-53.0pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,780 | $2,267-21.5% | $4,675-61.9% | $2,626-32.2% |
| Participant deferral / active EE | $2,538 | $2,838-10.6% | $5,631-54.9% | $4,350-41.7% |
| Admin fee / account holder | $221 | $1,744-87.3% | $15,885-98.6% | $1,946-88.6% |