Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,554 |
OSAIC WEALTH INC2 years Service code 40 · EIN 93-0987232 | Other commissions; Other fees; Foreig... | $19,907 |
Service code 49 | Other Services | $8,257 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $7,984 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: SIGNATURE ESTATE SECURITIES LLC Service code 49 · EIN 59-2730348 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,615 | $106,230-47.6% | $147,080-62.2% | $77,736-28.5% |
| Participation rate | 61.6% | 78.4%-16.8pp | 82.2%-20.6pp | 70.6%-9.0pp |
| Annual return | 36.28% | 56.91%-20.6pp | 420.17%-383.9pp | 31.26%+5.0pp |
| Employer contribution / active EE | $2,465 | $4,072-39.5% | $4,933-50.0% | $2,728-9.6% |
| Participant deferral / active EE | $5,530 | $8,001-30.9% | $8,066-31.4% | $4,651+18.9% |
| Admin fee / account holder | $299 | $338-11.6% | $12,989-97.7% | $433-31.0% |