Filed September 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 27 · EIN 35-1151034 | Advisory (Plan) | $119,559 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$67,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,690 | $241,850-51.3% | $102,437+14.9% | $200,096-41.2% |
| Participation rate | 48.5% | 78.3%-29.9pp | 74.5%-26.0pp | 72.0%-23.5pp |
| Annual return | 13.45% | 17.67%-4.2pp | 24.95%-11.5pp | 34.26%-20.8pp |
| Employer contribution / active EE | $577 | $4,253-86.4% | $3,871-85.1% | $3,038-81.0% |
| Participant deferral / active EE | $3,817 | $3,961-3.6% | $5,060-24.6% | $5,090-25.0% |
| Admin fee / account holder | $90 | $288-68.7% | $8,388-98.9% | $269-66.5% |