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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $113,292 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA Service code 16 · EIN 35-1151034 | Consulting | $52,711 |
CLIFTONLARSONALLEN LLP2 years Service code 15 · EIN 41-0746749 | Recordkeeping | $23,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,098 | $60,454+52.3% | $81,844+12.5% | $74,459+23.7% |
| Participation rate | 98.8% | 63.0%+35.8pp | 72.4%+26.4pp | 67.2%+31.6pp |
| Annual return | 14.41% | 16.87%-2.5pp | 778.87%-764.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $10,357 | $2,630+293.9% | $2,916+255.1% | $2,626+294.4% |
| Participant deferral / active EE | $8,288 | $3,398+143.9% | $4,323+91.7% | $4,350+90.5% |
| Admin fee / account holder | $98 | $1,490-93.4% | $7,355-98.7% | $1,945-95.0% |