Filed June 17, 2025
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $48,766 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $34,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,123 | $80,705-15.6% | $115,768-41.2% | $67,986+0.2% |
| Participation rate | 95.5% | 63.0%+32.6pp | 74.4%+21.1pp | 57.2%+38.3pp |
| Annual return | 16.73% | 18.49%-1.8pp | 100.46%-83.7pp | 31.67%-14.9pp |
| Employer contribution / active EE | $989 | $2,046-51.7% | $2,940-66.4% | $2,019-51.0% |
| Participant deferral / active EE | $5,407 | $3,559+51.9% | $4,917+10.0% | $3,358+61.0% |
| Admin fee / account holder | $348 | $4,135-91.6% | $12,439-97.2% | $3,203-89.1% |