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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 16 · EIN 93-0987232 | Consulting | $94,772 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,678 |
SAGEPOINT FINANCIAL INC7 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $28,002 |
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 | $112,792 | $91,692+23.0% | $67,561+66.9% | $77,714+45.1% |
| Participation rate | 95.6% | 76.0%+19.6pp | 72.9%+22.7pp | 70.6%+25.0pp |
| Annual return | 12.55% | 14.88%-2.3pp | 3525.44%-3512.9pp | 31.26%-18.7pp |
| Employer contribution / active EE | $6,037 | $3,188+89.4% | $2,735+120.7% | $2,727+121.4% |
| Participant deferral / active EE | $3,041 | $3,912-22.3% | $4,003-24.0% | $4,649-34.6% |
| Admin fee / account holder | $211 | $245-13.9% | $4,006-94.7% | $433-51.4% |