Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1 year Service code 49 | Other Services | $5,005 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 99 | Other Fees | $1,313 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $148 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES, INC Service code 49 12748 KINGSTON PIKE · KNOXVILLE, TN 37933 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,201 | $60,504-89.8% | $81,882-92.4% | $74,478-91.7% |
| Participation rate | 62.7% | 62.9%-0.2pp | 72.4%-9.7pp | 67.2%-4.5pp |
| Annual return | 28.39% | 16.91%+11.5pp | 779.47%-751.1pp | 1370.56%-1342.2pp |
| Employer contribution / active EE | $292 | $2,627-88.9% | $2,916-90.0% | $2,626-88.9% |
| Participant deferral / active EE | $725 | $3,400-78.7% | $4,323-83.2% | $4,350-83.3% |
| Admin fee / account holder | $85 | $1,492-94.3% | $7,360-98.8% | $1,946-95.6% |