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 | $36,002+3.0% | $161,489-77.0% | $64,728-42.7% |
| Participation rate | 92.3% | 57.4%+34.9pp | 78.7%+13.6pp | 57.9%+34.4pp |
| Annual return | 12.76% | 33.93%-21.2pp | 89.72%-77.0pp | 49.38%-36.6pp |
| Employer contribution / active EE | $1,831 | $1,380+32.7% | $4,268-57.1% | $2,243-18.4% |
| Participant deferral / active EE | $3,782 | $1,815+108.4% | $5,630-32.8% | $2,729+38.6% |
| Admin fee / account holder | $101 | $931-89.2% | $16,006-99.4% | $1,145-91.2% |