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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $8,277 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $3,205 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,917 |
Service code 27 100 OTTAWA AVE SW · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $720 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $555 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,992 | $43,749+28.0% | $158,223-64.6% | $65,306-14.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 79.2%+20.8pp | 57.7%+42.3pp |
| Annual return | 10.76% | 19.41%-8.7pp | 52.09%-41.3pp | 21.94%-11.2pp |
| Employer contribution / active EE | $15,748 | $1,497+951.7% | $4,109+283.3% | $1,967+700.5% |
| Participant deferral / active EE | $2,165 | $2,019+7.2% | $5,467-60.4% | $2,959-26.8% |
| Admin fee / account holder | $58 | $1,930-97.0% | $16,047-99.6% | $3,480-98.3% |