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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 55 · EIN 35-1151034 | Other Commissions | $46,063 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $10,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,187 | $101,591+37.0% | $147,096-5.4% | $74,429+87.0% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 15.44% | 8746.45%-8731.0pp | 419.75%-404.3pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $6,314 | $3,813+65.6% | $4,936+27.9% | $2,625+140.5% |
| Participant deferral / active EE | $14,957 | $7,302+104.8% | $8,071+85.3% | $4,348+244.0% |
| Admin fee / account holder | $66 | $1,750-96.2% | $13,005-99.5% | $1,944-96.6% |