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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 | $55,457+22.6% | $77,361-12.1% | $94,015-27.7% |
| Participation rate | 28.7% | 69.8%-41.1pp | 75.0%-46.2pp | 70.8%-42.1pp |
| Annual return | 13.32% | 15.57%-2.2pp | 1011.54%-998.2pp | 17.84%-4.5pp |
| Employer contribution / active EE | $3,118 | $2,255+38.3% | $2,990+4.3% | $2,790+11.7% |
| Participant deferral / active EE | $5,851 | $3,069+90.6% | $3,911+49.6% | $4,249+37.7% |
| Admin fee / account holder | $232 | $4,334-94.7% | $5,894-96.1% | $8,951-97.4% |