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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACCE SUITE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $15,819 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 98128 | Advisory (Plan) | $14,319 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,059 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 1193 ROYVONNE AVE SE SUITE 22 · SALEM, OR 97302 | Contract Administrator | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,167 | $73,149-9.5% | $120,580-45.1% | $77,762-14.9% |
| Participation rate | 30.1% | 55.2%-25.1pp | 72.0%-41.8pp | 70.6%-40.5pp |
| Annual return | 12.23% | 18.24%-6.0pp | 107.48%-95.2pp | 31.27%-19.0pp |
| Employer contribution / active EE | $1,086 | $1,793-39.5% | $3,469-68.7% | $2,728-60.2% |
| Participant deferral / active EE | $1,831 | $3,006-39.1% | $4,995-63.3% | $4,651-60.6% |
| Admin fee / account holder | $287 | $660-56.5% | $9,418-97.0% | $433-33.7% |