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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 | $101,499-73.4% | $147,005-81.6% | $74,546-63.8% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 24.69% | 8732.34%-8707.7pp | 418.76%-394.1pp | 1366.03%-1341.3pp |
| Employer contribution / active EE | $3,447 | $3,811-9.5% | $4,934-30.1% | $2,624+31.4% |
| Participant deferral / active EE | $4,917 | $7,304-32.7% | $8,070-39.1% | $4,347+13.1% |
| Admin fee / account holder | $82 | $1,748-95.3% | $13,006-99.4% | $1,944-95.8% |