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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 16 · EIN 93-0987232 | Consulting | $28,124 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,678 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,108 | $100,194-70.9% | $122,979-76.3% | $86,983-66.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 3.66% | 16.47%-12.8pp | 20.12%-16.5pp | 25.83%-22.2pp |
| Employer contribution / active EE | $2,011 | $2,326-13.5% | $3,062-34.3% | $2,584-22.2% |
| Participant deferral / active EE | $3,713 | $4,133-10.2% | $5,003-25.8% | $4,194-11.5% |
| Admin fee / account holder | $152 | $10,148-98.5% | $12,864-98.8% | $7,856-98.1% |