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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 26 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Participants) | $25,513 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $24,610 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 26 · EIN 93-0987232 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Participants) | $6,731 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,452 | $101,672-34.6% | $147,117-54.8% | $74,478-10.8% |
| Participation rate | 73.5% | 75.5%-2.0pp | 82.2%-8.7pp | 67.2%+6.3pp |
| Annual return | 16.49% | 8757.83%-8741.3pp | 420.54%-404.0pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $3,210 | $3,813-15.8% | $4,932-34.9% | $2,626+22.2% |
| Participant deferral / active EE | $6,137 | $7,305-16.0% | $8,065-23.9% | $4,350+41.1% |
| Admin fee / account holder | $420 | $1,753-76.0% | $12,993-96.8% | $1,946-78.4% |