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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $38,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,123 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,449 | $62,164+235.3% | $81,482+155.8% | $74,400+180.2% |
| Participation rate | 95.7% | 64.1%+31.6pp | 69.5%+26.2pp | 67.2%+28.5pp |
| Annual return | 15.22% | 16.50%-1.3pp | 24.79%-9.6pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $0 | $1,884-100.0% | $2,463-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,907 | $3,230+113.8% | $3,885+77.8% | $4,348+58.9% |
| Admin fee / account holder | $373 | $1,923-80.6% | $5,761-93.5% | $1,944-80.8% |