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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) | $25,064 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,919 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $5,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,986 | $47,479+43.2% | $62,929+8.0% | $82,448-17.5% |
| Participation rate | 28.7% | 66.9%-38.1pp | 73.1%-44.4pp | 68.1%-39.3pp |
| Annual return | 13.32% | 20.34%-7.0pp | 1063.93%-1050.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,118 | $1,885+65.4% | $2,505+24.5% | $2,551+22.2% |
| Participant deferral / active EE | $5,851 | $2,870+103.8% | $3,888+50.5% | $4,139+41.4% |
| Admin fee / account holder | $232 | $3,804-93.9% | $5,065-95.4% | $7,234-96.8% |