See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,595 |
OSAIC WEALTH INC1 year Service code 49 | Other Services | $22,878 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 | Contract Administrator | $7,668 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 49 · EIN 93-0987232 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,659 | $73,360-21.4% | $177,989-67.6% | $74,495-22.6% |
| Participation rate | 59.1% | 66.6%-7.5pp | 77.1%-18.0pp | 67.2%-8.1pp |
| Annual return | 14.03% | 17.49%-3.5pp | 294.48%-280.5pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,463 | $2,216+11.1% | $3,949-37.6% | $2,623-6.1% |
| Participant deferral / active EE | $5,227 | $4,513+15.8% | $6,276-16.7% | $4,346+20.3% |
| Admin fee / account holder | $382 | $1,808-78.9% | $10,363-96.3% | $1,942-80.3% |