Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $60,393+52.5% | $81,820+12.6% | $74,429+23.7% |
| Participation rate | 98.8% | 62.9%+35.9pp | 72.4%+26.4pp | 67.2%+31.6pp |
| Annual return | 14.41% | 16.89%-2.5pp | 777.93%-763.5pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $10,357 | $2,626+294.3% | $2,915+255.3% | $2,625+294.6% |
| Participant deferral / active EE | $8,288 | $3,397+144.0% | $4,323+91.7% | $4,348+90.6% |
| Admin fee / account holder | $98 | $1,491-93.4% | $7,391-98.7% | $1,944-95.0% |