Filed January 14, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 53 · EIN 93-0987232 18700 N. HAYDEN RD., STE 225 · SCOTTSDALE, AZ 85255 | Insurance Commissions | $43,902 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Advisory (Participants) | $31,883 |
NATIONWIDE11+ years Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $28,582 |
NYDIA BERDECIA-GRAUER1 year Filed as: NYDIA RETIREMENT Service code 15 · EIN 86-1001235 7600 N. 16TH STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $7,300 |
Filed as: IRON FIDUCIARY Service code 27 · EIN 99-9552241 630 DUNDEE RD STE 200-B · NORTHBROOK, IL 60062 | Advisory (Plan) | $5,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,182 | $45,343+61.4% | $150,298-51.3% | $67,986+7.6% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 11.24% | 33.28%-22.0pp | 62.79%-51.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $4,683 | $1,462+220.3% | $4,154+12.7% | $2,019+132.0% |
| Participant deferral / active EE | $5,665 | $2,055+175.7% | $5,453+3.9% | $3,358+68.7% |
| Admin fee / account holder | $577 | $2,250-74.3% | $14,116-95.9% | $3,203-82.0% |