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| 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 | $76,407-93.1% | $150,298-96.5% | $82,448-93.6% |
| Participation rate | 46.1% | 66.4%-20.3pp | 77.8%-31.7pp | 68.1%-22.0pp |
| Annual return | 22.46% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $383 | $2,614-85.3% | $4,154-90.8% | $2,551-85.0% |
| Participant deferral / active EE | $1,015 | $3,214-68.4% | $5,453-81.4% | $4,139-75.5% |
| Admin fee / account holder | $59 | $6,352-99.1% | $14,116-99.6% | $7,234-99.2% |