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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,458 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $12,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,274 | $80,705-35.2% | $115,768-54.8% | $67,986-23.1% |
| Participation rate | 34.4% | 63.0%-28.5pp | 74.4%-40.0pp | 57.2%-22.8pp |
| Annual return | 18.09% | 18.49%-0.4pp | 100.46%-82.4pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,032 | $2,046-49.6% | $2,940-64.9% | $2,019-48.9% |
| Participant deferral / active EE | $1,722 | $3,559-51.6% | $4,917-65.0% | $3,358-48.7% |
| Admin fee / account holder | $441 | $4,135-89.3% | $12,439-96.5% | $3,203-86.2% |