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 | $38,165-2.8% | $189,758-80.5% | $69,255-46.5% |
| Participation rate | 92.3% | 66.7%+25.6pp | 79.8%+12.5pp | 69.0%+23.3pp |
| Annual return | 12.76% | 14.65%-1.9pp | 52.62%-39.9pp | 26.73%-14.0pp |
| Employer contribution / active EE | $1,831 | $1,589+15.2% | $4,767-61.6% | $2,645-30.8% |
| Participant deferral / active EE | $3,782 | $2,073+82.4% | $5,856-35.4% | $2,890+30.8% |
| Admin fee / account holder | $101 | $714-85.9% | $20,388-99.5% | $733-86.2% |