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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 | $106,264-51.2% | $147,117-64.7% | $77,762-33.3% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 20.57% | 56.94%-36.4pp | 420.54%-400.0pp | 31.27%-10.7pp |
| Employer contribution / active EE | $1,623 | $4,074-60.2% | $4,932-67.1% | $2,728-40.5% |
| Participant deferral / active EE | $8,784 | $8,003+9.8% | $8,065+8.9% | $4,651+88.9% |
| Admin fee / account holder | $184 | $334-45.1% | $12,993-98.6% | $433-57.6% |