Filed January 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $54,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,666 | $106,110-50.4% | $147,005-64.2% | $77,671-32.2% |
| Participation rate | 32.3% | 78.4%-46.1pp | 82.2%-49.9pp | 70.6%-38.3pp |
| Annual return | 15.04% | 56.77%-41.7pp | 418.76%-403.7pp | 31.21%-16.2pp |
| Employer contribution / active EE | $451 | $4,065-88.9% | $4,934-90.9% | $2,726-83.4% |
| Participant deferral / active EE | $4,577 | $7,992-42.7% | $8,070-43.3% | $4,648-1.5% |
| Admin fee / account holder | $162 | $338-52.0% | $13,006-98.8% | $430-62.3% |