Filed June 17, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $33,494 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $28,782 |
WOODBURY FINANCIAL SERVICES8 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $10,434 |
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 | $60,742 | $78,636-22.8% | $105,607-42.5% | $74,459-18.4% |
| Participation rate | 96.5% | 72.8%+23.8pp | 75.3%+21.3pp | 67.2%+29.3pp |
| Annual return | 20.55% | 15.96%+4.6pp | 116.11%-95.6pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $1,042 | $2,523-58.7% | $3,167-67.1% | $2,626-60.3% |
| Participant deferral / active EE | $5,446 | $4,322+26.0% | $5,011+8.7% | $4,350+25.2% |
| Admin fee / account holder | $320 | $2,220-85.6% | $10,958-97.1% | $1,945-83.5% |