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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 16 · EIN 93-0987232 | Consulting | $17,185 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,055 |
SAGEPOINT FINANCIAL INC7 years Filed as: SAGEPOINT FINANCIAL SERVICES Service code 16 · EIN 20-1741754 | Consulting | $5,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,564 | $69,708-11.7% | $67,560-8.9% | $74,478-17.3% |
| Participation rate | 87.1% | 71.4%+15.7pp | 72.9%+14.2pp | 67.2%+19.9pp |
| Annual return | 12.87% | -40.67%+53.5pp | 3533.50%-3520.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,909 | $3,637+35.0% | $4,004+22.6% | $4,350+12.8% |
| Admin fee / account holder | $126 | $887-85.8% | $3,994-96.8% | $1,946-93.5% |