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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,946 |
OSAIC WEALTH INC4 years Filed as: OSAIC INSTITUTIONS, INC. Service code 49 · EIN 06-1367288 | Other Services | $28,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,491 | $82,979-77.7% | $102,412-81.9% | $77,736-76.2% |
| Participation rate | 67.7% | 71.5%-3.8pp | 74.5%-6.8pp | 70.6%-2.9pp |
| Annual return | 12.60% | 19.11%-6.5pp | 24.94%-12.3pp | 31.26%-18.7pp |
| Employer contribution / active EE | $1,328 | $3,554-62.6% | $3,870-65.7% | $2,728-51.3% |
| Participant deferral / active EE | $2,339 | $4,109-43.1% | $5,060-53.8% | $4,651-49.7% |
| Admin fee / account holder | $141 | $639-77.9% | $8,388-98.3% | $433-67.4% |