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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $75,614 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,428 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,625 | $110,483-39.7% | $145,433-54.2% | $79,634-16.3% |
| Participation rate | 97.8% | 71.1%+26.7pp | 82.1%+15.7pp | 62.5%+35.3pp |
| Annual return | 20.26% | 24.62%-4.4pp | 66.58%-46.3pp | 36.46%-16.2pp |
| Employer contribution / active EE | $1,296 | $4,053-68.0% | $4,554-71.5% | $2,529-48.7% |
| Participant deferral / active EE | $10,513 | $7,216+45.7% | $7,897+33.1% | $3,835+174.2% |
| Admin fee / account holder | $226 | $680-66.8% | $13,129-98.3% | $1,002-77.5% |