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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $24,693 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS CONSULTING, LLC Service code 49 | Other Services | $5,271 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS & CONSULTING Service code 49 · EIN 34-1944384 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,767 | $86,938+11.3% | $102,423-5.5% | $80,925+19.6% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.7%+24.8pp |
| Annual return | 12.05% | 18.89%-6.8pp | 29.42%-17.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $2,542 | $2,369+7.3% | $3,023-15.9% | $2,756-7.8% |
| Participant deferral / active EE | $6,723 | $4,120+63.2% | $5,054+33.0% | $4,299+56.4% |
| Admin fee / account holder | $65 | $8,053-99.2% | $9,455-99.3% | $6,940-99.1% |