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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $51,924 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,302 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,241 | $78,562+48.0% | $105,608+10.1% | $74,429+56.2% |
| Participation rate | 96.7% | 72.8%+23.9pp | 75.3%+21.4pp | 67.2%+29.5pp |
| Annual return | 12.35% | 15.94%-3.6pp | 116.50%-104.2pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $1,333 | $2,521-47.1% | $3,167-57.9% | $2,625-49.2% |
| Participant deferral / active EE | $8,745 | $4,321+102.4% | $5,010+74.6% | $4,348+101.1% |
| Admin fee / account holder | $374 | $2,217-83.1% | $11,028-96.6% | $1,944-80.7% |