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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 | $51,184+32.8% | $66,439+2.3% | $86,983-21.8% |
| Participation rate | 28.7% | 68.5%-39.7pp | 74.5%-45.8pp | 69.5%-40.8pp |
| Annual return | 13.32% | 17.07%-3.8pp | 757.66%-744.3pp | 25.83%-12.5pp |
| Employer contribution / active EE | $3,118 | $2,023+54.1% | $2,637+18.2% | $2,584+20.6% |
| Participant deferral / active EE | $5,851 | $2,927+99.9% | $3,876+51.0% | $4,194+39.5% |
| Admin fee / account holder | $232 | $4,154-94.4% | $6,173-96.2% | $7,856-97.0% |