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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $62,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,967 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,862 | $106,247-51.2% | $147,096-64.7% | $77,714-33.3% |
| Participation rate | 97.1% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 20.57% | 56.87%-36.3pp | 419.75%-399.2pp | 31.26%-10.7pp |
| Employer contribution / active EE | $1,623 | $4,069-60.1% | $4,936-67.1% | $2,727-40.5% |
| Participant deferral / active EE | $8,784 | $7,996+9.9% | $8,071+8.8% | $4,649+88.9% |
| Admin fee / account holder | $184 | $338-45.7% | $13,005-98.6% | $433-57.6% |