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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 | $105,248-36.7% | $147,318-54.8% | $71,012-6.2% |
| Participation rate | 97.8% | 66.1%+31.7pp | 82.1%+15.8pp | 58.6%+39.3pp |
| Annual return | 20.26% | 26.02%-5.8pp | 70.43%-50.2pp | 37.67%-17.4pp |
| Employer contribution / active EE | $1,296 | $3,785-65.8% | $4,593-71.8% | $2,348-44.8% |
| Participant deferral / active EE | $10,513 | $6,452+63.0% | $7,906+33.0% | $3,246+223.9% |
| Admin fee / account holder | $226 | $862-73.8% | $13,708-98.4% | $1,167-80.7% |