Filed November 2, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,971 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 49 | Other Services | $10,884 |
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,469 | $146,267-64.8% | $197,124-73.9% | $82,448-37.6% |
| Participation rate | 94.9% | 84.0%+10.9pp | 86.7%+8.2pp | 68.1%+26.8pp |
| Annual return | -10.13% | 29.61%-39.7pp | 44.34%-54.5pp | 41.64%-51.8pp |
| Employer contribution / active EE | $981 | $4,723-79.2% | $6,227-84.2% | $2,551-61.6% |
| Participant deferral / active EE | $8,935 | $7,035+27.0% | $9,135-2.2% | $4,139+115.9% |
| Admin fee / account holder | $261 | $14,422-98.2% | $16,298-98.4% | $7,234-96.4% |