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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,221 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $9,011 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,006 | $101,653-47.9% | $147,080-64.0% | $74,459-28.8% |
| Participation rate | 55.1% | 75.6%-20.5pp | 82.2%-27.1pp | 67.2%-12.2pp |
| Annual return | 16.05% | 8754.98%-8738.9pp | 420.17%-404.1pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $974 | $3,813-74.5% | $4,933-80.3% | $2,626-62.9% |
| Participant deferral / active EE | $4,588 | $7,304-37.2% | $8,066-43.1% | $4,350+5.5% |
| Admin fee / account holder | $243 | $1,752-86.1% | $12,989-98.1% | $1,945-87.5% |