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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,867 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $10,950 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,682 | $79,209-34.8% | $102,434-49.5% | $74,459-30.6% |
| Participation rate | 90.9% | 74.8%+16.1pp | 76.5%+14.4pp | 67.2%+23.6pp |
| Annual return | 16.52% | 54.98%-38.5pp | 29.46%-12.9pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $2,065 | $2,362-12.6% | $3,023-31.7% | $2,626-21.3% |
| Participant deferral / active EE | $5,571 | $4,417+26.1% | $5,055+10.2% | $4,350+28.1% |
| Admin fee / account holder | $244 | $2,002-87.8% | $9,462-97.4% | $1,945-87.5% |