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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FINL Service code 27 · EIN 41-0944586 | Advisory (Plan) | $31,265 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,164 | $102,422+5.6% | $147,117-26.5% | $80,959+33.6% |
| Participation rate | 98.9% | 75.9%+23.0pp | 82.2%+16.7pp | 67.7%+31.2pp |
| Annual return | 15.51% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $4,229 | $3,717+13.8% | $4,932-14.3% | $2,757+53.4% |
| Participant deferral / active EE | $24,517 | $6,652+268.6% | $8,065+204.0% | $4,300+470.1% |
| Admin fee / account holder | $257 | $7,953-96.8% | $12,993-98.0% | $6,925-96.3% |