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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $9,428 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH Service code 27 · EIN 93-0987232 | Advisory (Plan) | $8,556 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,027 | $46,464-69.8% | $150,298-90.7% | $79,634-82.4% |
| Participation rate | 22.4% | 57.0%-34.5pp | 77.8%-55.3pp | 62.5%-40.0pp |
| Annual return | 18.55% | 27.89%-9.3pp | 62.79%-44.2pp | 36.46%-17.9pp |
| Employer contribution / active EE | $73 | $1,512-95.2% | $4,154-98.2% | $2,529-97.1% |
| Participant deferral / active EE | $715 | $2,157-66.8% | $5,453-86.9% | $3,835-81.3% |
| Admin fee / account holder | $161 | $891-81.9% | $14,116-98.9% | $1,002-83.9% |