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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 | $69,774-11.8% | $67,561-8.9% | $74,429-17.3% |
| Participation rate | 87.1% | 71.4%+15.8pp | 72.9%+14.2pp | 67.2%+19.9pp |
| Annual return | 12.87% | -40.53%+53.4pp | 3525.44%-3512.6pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,909 | $3,636+35.0% | $4,003+22.6% | $4,348+12.9% |
| Admin fee / account holder | $126 | $890-85.8% | $4,006-96.9% | $1,944-93.5% |