Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 26 · EIN 93-0987232 10 EXCHANGE PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Advisory (Participants) | $6,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,297 | $78,690-93.3% | $161,489-96.7% | $87,485-93.9% |
| Participation rate | 46.1% | 67.5%-21.4pp | 78.7%-32.6pp | 68.9%-22.9pp |
| Annual return | 22.46% | 32.74%-10.3pp | 89.72%-67.3pp | 26.06%-3.6pp |
| Employer contribution / active EE | $383 | $2,588-85.2% | $4,268-91.0% | $2,596-85.2% |
| Participant deferral / active EE | $1,015 | $3,311-69.3% | $5,630-82.0% | $4,274-76.2% |
| Admin fee / account holder | $59 | $6,724-99.1% | $16,006-99.6% | $7,775-99.2% |