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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 55 · EIN 93-0987232 | Other Commissions | $35,566 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,683 |
NATIONAL FINANCIAL SERVICES10+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,248 | $129,227-81.2% | $184,256-86.8% | $77,762-68.8% |
| Participation rate | 65.1% | 87.4%-22.3pp | 86.8%-21.8pp | 70.6%-5.5pp |
| Annual return | 14.49% | 33.24%-18.8pp | 28.85%-14.4pp | 31.27%-16.8pp |
| Employer contribution / active EE | $137 | $4,412-96.9% | $6,427-97.9% | $2,728-95.0% |
| Participant deferral / active EE | $2,068 | $7,307-71.7% | $9,133-77.4% | $4,651-55.5% |
| Admin fee / account holder | $9 | $256-96.6% | $13,899-99.9% | $433-98.0% |