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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $196,108 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 55 | Other Commissions | $118,752 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 55 10 EXCHANGE PL · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,532 | $44,626+6.5% | $86,188-44.9% | $80,160-40.7% |
| Participation rate | 34.0% | 63.5%-29.5pp | 69.0%-34.9pp | 72.9%-38.9pp |
| Annual return | 24.37% | 19.61%+4.8pp | 1168.45%-1144.1pp | 40.38%-16.0pp |
| Employer contribution / active EE | $82 | $1,099-92.5% | $2,380-96.6% | $2,978-97.2% |
| Participant deferral / active EE | $2,609 | $2,769-5.7% | $3,985-34.5% | $5,017-48.0% |
| Admin fee / account holder | $165 | $133+23.8% | $6,852-97.6% | $145+13.8% |