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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 | $97,550-70.2% | $120,344-75.8% | $87,485-66.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 3.66% | 18.41%-14.8pp | 20.30%-16.6pp | 26.06%-22.4pp |
| Employer contribution / active EE | $2,011 | $2,291-12.2% | $3,020-33.4% | $2,596-22.5% |
| Participant deferral / active EE | $3,713 | $4,230-12.2% | $5,135-27.7% | $4,274-13.1% |
| Admin fee / account holder | $152 | $9,543-98.4% | $12,742-98.8% | $7,775-98.0% |