Filed September 28, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $55,383 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 71-0294708 5117 GREEN BAY RD, STE B · KENOSHA, WI 53144 | Other Services | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,769 | $79,171-14.4% | $102,423-33.8% | $74,495-9.0% |
| Participation rate | 58.3% | 74.8%-16.5pp | 76.5%-18.2pp | 67.2%-8.9pp |
| Annual return | 16.33% | 54.93%-38.6pp | 29.32%-13.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,858 | $2,362-21.3% | $3,023-38.5% | $2,623-29.2% |
| Participant deferral / active EE | $4,056 | $4,415-8.1% | $5,053-19.7% | $4,346-6.7% |
| Admin fee / account holder | $397 | $2,001-80.1% | $9,451-95.8% | $1,942-79.5% |