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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $231,747 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 55 | Other Commissions | $145,877 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 55 18700 N HAYDEN RD STE 255 · SCOTTSDALE, AZ 85255 | 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.
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 | $54,777 | $48,698+12.5% | $93,606-41.5% | $199,593-72.6% |
| Participation rate | 30.1% | 63.5%-33.4pp | 68.7%-38.6pp | 72.0%-41.8pp |
| Annual return | 20.30% | 15.34%+5.0pp | 133.20%-112.9pp | 34.25%-13.9pp |
| Employer contribution / active EE | $65 | $1,135-94.2% | $2,420-97.3% | $3,034-97.8% |
| Participant deferral / active EE | $2,263 | $2,817-19.7% | $4,411-48.7% | $5,087-55.5% |
| Admin fee / account holder | $193 | $195-0.8% | $8,285-97.7% | $269-28.0% |