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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,690 | $241,101-51.2% | $103,333+13.9% | $199,593-41.0% |
| Participation rate | 48.5% | 78.3%-29.8pp | 74.5%-26.0pp | 72.0%-23.5pp |
| Annual return | 13.45% | 17.80%-4.3pp | 24.88%-11.4pp | 34.25%-20.8pp |
| Employer contribution / active EE | $577 | $4,244-86.4% | $3,868-85.1% | $3,034-81.0% |
| Participant deferral / active EE | $3,817 | $3,958-3.6% | $5,057-24.5% | $5,087-25.0% |
| Admin fee / account holder | $90 | $288-68.6% | $8,355-98.9% | $269-66.4% |