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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $27,246 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,748 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $18,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $125,811 | $95,803+31.3% | $113,168+11.2% | $84,808+48.3% |
| Participation rate | 97.6% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.2pp |
| Annual return | 11.66% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $5,625 | $2,360+138.3% | $2,975+89.1% | $2,631+113.8% |
| Participant deferral / active EE | $12,793 | $4,242+201.6% | $5,107+150.5% | $4,212+203.7% |
| Admin fee / account holder | $477 | $8,989-94.7% | $12,068-96.0% | $7,344-93.5% |