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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC ADVISORY SERVICES LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $33,166 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,671 | $89,123-51.0% | $102,460-57.4% | $77,762-43.8% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.6pp |
| Annual return | 26.37% | 25.05%+1.3pp | 29.47%-3.1pp | 31.27%-4.9pp |
| Employer contribution / active EE | $2,570 | $2,700-4.8% | $3,025-15.0% | $2,728-5.8% |
| Participant deferral / active EE | $4,845 | $5,148-5.9% | $5,056-4.2% | $4,651+4.2% |
| Admin fee / account holder | $112 | $236-52.5% | $9,460-98.8% | $433-74.1% |