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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $51,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,277 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,449 | $106,230-53.5% | $147,080-66.4% | $77,736-36.4% |
| Participation rate | 93.1% | 78.4%+14.7pp | 82.2%+11.0pp | 70.6%+22.5pp |
| Annual return | 15.44% | 56.91%-41.5pp | 420.17%-404.7pp | 31.26%-15.8pp |
| Employer contribution / active EE | $2,160 | $4,072-47.0% | $4,933-56.2% | $2,728-20.8% |
| Participant deferral / active EE | $8,276 | $8,001+3.4% | $8,066+2.6% | $4,651+78.0% |
| Admin fee / account holder | $56 | $338-83.3% | $12,989-99.6% | $433-87.0% |