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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 | $69,745-11.7% | $67,511-8.8% | $74,546-17.4% |
| Participation rate | 87.1% | 71.3%+15.8pp | 72.9%+14.2pp | 67.2%+19.9pp |
| Annual return | 12.87% | -40.37%+53.2pp | 3517.41%-3504.5pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,909 | $3,636+35.0% | $4,000+22.7% | $4,347+12.9% |
| Admin fee / account holder | $126 | $894-85.9% | $3,999-96.9% | $1,944-93.5% |