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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,266 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $14,128 |
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 | $78,999 | $54,679+44.5% | $76,119+3.8% | $74,459+6.1% |
| Participation rate | 84.5% | 60.3%+24.1pp | 69.1%+15.4pp | 67.2%+17.2pp |
| Annual return | 14.53% | 31.90%-17.4pp | 361.25%-346.7pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $2,214 | $1,781+24.3% | $2,693-17.8% | $2,626-15.7% |
| Participant deferral / active EE | $4,987 | $3,072+62.3% | $4,259+17.1% | $4,350+14.7% |
| Admin fee / account holder | $354 | $2,238-84.2% | $6,421-94.5% | $1,945-81.8% |