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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FINL Service code 27 · EIN 41-0944586 | Advisory (Plan) | $12,667 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,980 | $101,672-73.5% | $147,117-81.7% | $74,478-63.8% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 24.69% | 8757.83%-8733.1pp | 420.54%-395.8pp | 1370.56%-1345.9pp |
| Employer contribution / active EE | $3,447 | $3,813-9.6% | $4,932-30.1% | $2,626+31.3% |
| Participant deferral / active EE | $4,917 | $7,305-32.7% | $8,065-39.0% | $4,350+13.0% |
| Admin fee / account holder | $82 | $1,753-95.3% | $12,993-99.4% | $1,946-95.8% |