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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 | $50,554+34.5% | $67,681+0.5% | $87,485-22.3% |
| Participation rate | 28.7% | 67.7%-39.0pp | 73.7%-45.0pp | 68.9%-40.2pp |
| Annual return | 13.32% | 17.81%-4.5pp | 590.58%-577.3pp | 26.06%-12.7pp |
| Employer contribution / active EE | $3,118 | $1,988+56.8% | $2,678+16.4% | $2,596+20.1% |
| Participant deferral / active EE | $5,851 | $2,961+97.6% | $3,976+47.2% | $4,274+36.9% |
| Admin fee / account holder | $232 | $4,132-94.4% | $6,100-96.2% | $7,775-97.0% |