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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 26 · EIN 93-0987232 | Advisory (Participants) | $18,416 |
Service code 15 · EIN 93-0998477 | Recordkeeping | $6,162 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $890 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,220 | $69,708-66.7% | $67,560-65.6% | $74,478-68.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 4.26% | -40.67%+44.9pp | 3533.50%-3529.2pp | 1370.56%-1366.3pp |
| Employer contribution / active EE | $4,797 | $2,715+76.7% | $2,737+75.3% | $2,626+82.6% |
| Participant deferral / active EE | $0 | $3,637-100.0% | $4,004-100.0% | $4,350-100.0% |
| Admin fee / account holder | $152 | $887-82.9% | $3,994-96.2% | $1,946-92.2% |