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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 28 · EIN 93-0987232 AMONE GELLINEAU COMM DEPT 10 EXCHAN · JERSEY CITY, NJ 07302 | Investment Management | $77,258 |
NATIONWIDE1 year Service code 26 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $75,144 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 7605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $27,721 |
Service code 28 · EIN 26-4311657 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Investment Management | $10,599 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,228 | $106,264-49.0% | $147,117-63.1% | $77,762-30.3% |
| Participation rate | 90.7% | 78.4%+12.3pp | 82.2%+8.5pp | 70.6%+20.1pp |
| Annual return | 22.71% | 56.94%-34.2pp | 420.54%-397.8pp | 31.27%-8.6pp |
| Employer contribution / active EE | $5,601 | $4,074+37.5% | $4,932+13.6% | $2,728+105.3% |
| Participant deferral / active EE | $9,012 | $8,003+12.6% | $8,065+11.8% | $4,651+93.8% |
| Admin fee / account holder | $2,573 | $334+669.5% | $12,993-80.2% | $433+494.3% |