Filed February 21, 2024 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,631 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 27 · EIN 93-0987232 | Advisory (Plan) | $19,500 |
SIGMA FINANCIAL CORPORATION2 years Filed as: SIGMA PLANNING CORPORATION Service code 27 · EIN 38-2472558 | Advisory (Plan) | $14,852 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,291 | $131,799-9.5% | $200,582-40.5% | $85,563+39.4% |
| Participation rate | 96.0% | 87.9%+8.1pp | 86.9%+9.2pp | 66.0%+30.1pp |
| Annual return | 16.50% | 21.59%-5.1pp | 42.33%-25.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $5,645 | $4,532+24.6% | $6,419-12.1% | $2,654+112.7% |
| Participant deferral / active EE | $5,232 | $7,702-32.1% | $9,331-43.9% | $4,375+19.6% |
| Admin fee / account holder | $204 | $235-13.2% | $16,305-98.7% | $834-75.6% |