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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 26 · EIN 04-3046611 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Participants) | $32,110 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,642 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,594 | $101,672-67.0% | $147,117-77.2% | $74,478-54.9% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.2%+7.3pp | 67.2%+22.3pp |
| Annual return | 15.38% | 8757.83%-8742.4pp | 420.54%-405.2pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $1,663 | $3,813-56.4% | $4,932-66.3% | $2,626-36.7% |
| Participant deferral / active EE | $3,674 | $7,305-49.7% | $8,065-54.4% | $4,350-15.5% |
| Admin fee / account holder | $221 | $1,753-87.4% | $12,993-98.3% | $1,946-88.7% |