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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $4,218 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $75 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,624 | $64,176+92.6% | $112,249+10.1% | $66,938+84.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -10.41% | -13.80%+3.4pp | 27.48%-37.9pp | 1.58%-12.0pp |
| Employer contribution / active EE | $2,520 | $3,007-16.2% | $3,636-30.7% | $2,545-1.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $626-99.9% | $6,412-100.0% | $594-99.9% |