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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,876 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | Other Services | $17,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,876 | $52,507-20.2% | $129,406-67.6% | $74,478-43.8% |
| Participation rate | 48.1% | 53.9%-5.8pp | 69.6%-21.6pp | 67.2%-19.2pp |
| Annual return | 12.56% | 15.64%-3.1pp | 9468.18%-9455.6pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,179 | $1,534-23.2% | $4,155-71.6% | $2,626-55.1% |
| Participant deferral / active EE | $2,090 | $2,801-25.4% | $4,167-49.9% | $4,350-52.0% |
| Admin fee / account holder | $308 | $2,639-88.3% | $7,689-96.0% | $1,946-84.2% |