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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) | $13,123 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,595 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 06-1504963 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,360 | $53,216-76.8% | $155,534-92.1% | $199,960-93.8% |
| Participation rate | 15.8% | 64.1%-48.3pp | 78.2%-62.4pp | 72.0%-56.2pp |
| Annual return | 21.40% | 41.18%-19.8pp | 64.92%-43.5pp | 34.28%-12.9pp |
| Employer contribution / active EE | $328 | $1,848-82.2% | $4,675-93.0% | $3,036-89.2% |
| Participant deferral / active EE | $595 | $3,164-81.2% | $5,630-89.4% | $5,087-88.3% |
| Admin fee / account holder | $91 | $186-51.0% | $15,900-99.4% | $269-66.2% |