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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,224 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $19,372 |
Filed as: SIGNATURE ESTATE SECURITIES, INC. Service code 49 · EIN 59-2730348 | Other Services | $7,052 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,454 | $91,439+14.2% | $135,974-23.2% | $71,511+46.1% |
| Participation rate | 98.5% | 75.7%+22.8pp | 81.9%+16.6pp | 67.9%+30.5pp |
| Annual return | 22.91% | 29.90%-7.0pp | 68.30%-45.4pp | 28.86%-5.9pp |
| Employer contribution / active EE | $11,468 | $3,705+209.6% | $4,859+136.0% | $2,589+342.9% |
| Participant deferral / active EE | $13,202 | $7,093+86.1% | $7,760+70.1% | $4,291+207.7% |
| Admin fee / account holder | $360 | $1,267-71.6% | $10,767-96.7% | $1,588-77.3% |