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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC INSTITUTIONS INC Service code 27 538 PRESTON AVE · MERIDEN, CT 06450 | Advisory (Plan) | $20,127 |
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 | $53,450 | $61,356-12.9% | $149,696-64.3% | $71,511-25.3% |
| Participation rate | 58.1% | 62.5%-4.4pp | 78.8%-20.6pp | 67.9%-9.8pp |
| Annual return | 15.90% | 35.86%-20.0pp | 134.46%-118.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $1,913 | $2,382-19.7% | $4,821-60.3% | $2,589-26.1% |
| Participant deferral / active EE | $2,453 | $2,920-16.0% | $5,682-56.8% | $4,291-42.8% |
| Admin fee / account holder | $216 | $1,263-82.9% | $13,212-98.4% | $1,588-86.4% |