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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 | $95,453-69.5% | $112,040-74.0% | $82,448-64.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 3.66% | 23.92%-20.3pp | 24.52%-20.9pp | 41.64%-38.0pp |
| Employer contribution / active EE | $2,011 | $2,318-13.2% | $2,954-31.9% | $2,551-21.2% |
| Participant deferral / active EE | $3,713 | $4,224-12.1% | $5,098-27.2% | $4,139-10.3% |
| Admin fee / account holder | $152 | $9,013-98.3% | $12,098-98.7% | $7,234-97.9% |