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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 27 · EIN 93-0987232 | Advisory (Plan) | $39,254 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $31,971 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $26,016 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,290 | $95,880-34.0% | $107,525-41.1% | $85,563-26.0% |
| Participation rate | 33.3% | 70.1%-36.8pp | 75.1%-41.7pp | 66.0%-32.6pp |
| Annual return | 15.32% | 68.06%-52.7pp | 181.32%-166.0pp | 31.51%-16.2pp |
| Employer contribution / active EE | $769 | $3,812-79.8% | $3,754-79.5% | $2,654-71.0% |
| Participant deferral / active EE | $1,395 | $4,201-66.8% | $5,116-72.7% | $4,375-68.1% |
| Admin fee / account holder | $549 | $1,025-46.4% | $8,919-93.8% | $834-34.1% |