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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $27,600 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,103 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,087 | $60,393-0.5% | $81,820-26.6% | $74,429-19.3% |
| Participation rate | 97.4% | 62.9%+34.5pp | 72.4%+25.0pp | 67.2%+30.2pp |
| Annual return | 13.43% | 16.89%-3.5pp | 777.93%-764.5pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $3,096 | $2,626+17.9% | $2,915+6.2% | $2,625+17.9% |
| Participant deferral / active EE | $5,768 | $3,397+69.8% | $4,323+33.4% | $4,348+32.6% |
| Admin fee / account holder | $137 | $1,491-90.8% | $7,391-98.1% | $1,944-92.9% |