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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,276 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $8,665 |
Employer 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).
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 | $27,872 | $79,089-64.8% | $100,392-72.2% | $74,459-62.6% |
| Participation rate | 94.7% | 79.4%+15.3pp | 81.5%+13.2pp | 67.2%+27.5pp |
| Annual return | 17.51% | 20.61%-3.1pp | 49.45%-31.9pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $4 | $3,015-99.9% | $3,941-99.9% | $2,626-99.9% |
| Participant deferral / active EE | $11,056 | $7,747+42.7% | $8,090+36.7% | $4,350+154.2% |
| Admin fee / account holder | $158 | $1,336-88.2% | $7,904-98.0% | $1,945-91.9% |