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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $83,598 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $22,281 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $7,851 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,287 | $79,209-31.5% | $102,434-47.0% | $74,459-27.1% |
| Participation rate | 90.8% | 74.8%+16.0pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 10.29% | 54.98%-44.7pp | 29.46%-19.2pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $3,450 | $2,362+46.0% | $3,023+14.1% | $2,626+31.4% |
| Participant deferral / active EE | $6,000 | $4,417+35.8% | $5,055+18.7% | $4,350+37.9% |
| Admin fee / account holder | $300 | $2,002-85.0% | $9,462-96.8% | $1,945-84.6% |