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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH. Service code 27 20 E THOMAS RD · PHOENIX, AZ 85012 | Advisory (Plan) | $14,349 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,025 | $55,470+8.2% | $155,556-61.4% | $74,478-19.4% |
| Participation rate | 63.0% | 61.9%+1.1pp | 78.2%-15.2pp | 67.2%-4.2pp |
| Annual return | 15.18% | 269.80%-254.6pp | 64.84%-49.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $2,002 | $2,267-11.7% | $4,675-57.2% | $2,626-23.8% |
| Participant deferral / active EE | $3,420 | $2,838+20.5% | $5,631-39.3% | $4,350-21.4% |
| Admin fee / account holder | $89 | $1,744-94.9% | $15,885-99.4% | $1,946-95.4% |