Filed December 8, 2025
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH Service code 26 · EIN 93-0987232 1440 N 16TH AVE · YAKIMA, WA 98902 | Advisory (Participants) | $37,032 |
Service code 66 | Other insurance wrap fees; Insurance ... | $13,788 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $10,283 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,078 | $46,464-20.2% | $150,298-75.3% | $79,634-53.4% |
| Participation rate | 92.3% | 57.0%+35.4pp | 77.8%+14.6pp | 62.5%+29.8pp |
| Annual return | 12.76% | 27.89%-15.1pp | 62.79%-50.0pp | 36.46%-23.7pp |
| Employer contribution / active EE | $1,831 | $1,512+21.1% | $4,154-55.9% | $2,529-27.6% |
| Participant deferral / active EE | $3,782 | $2,157+75.3% | $5,453-30.6% | $3,835-1.4% |
| Admin fee / account holder | $101 | $891-88.7% | $14,116-99.3% | $1,002-89.9% |