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| Provider | Service type | Compensation |
|---|---|---|
OSWALD FINANCIAL, INC.3+ years Service code 27 · EIN 34-1892136 | Advisory (Plan) | $21,300 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -4.18% | -2.83%-1.4pp | 12.68%-16.9pp | 10.56%-14.7pp |
| Employer contribution / active EE | $2,815 | $11,770-76.1% | $22,860-87.7% | $13,643-79.4% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |