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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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,343+23.5% | $150,298-62.7% | $67,986-17.6% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 10.76% | 33.28%-22.5pp | 62.79%-52.0pp | 31.67%-20.9pp |
| Employer contribution / active EE | $15,748 | $1,462+977.2% | $4,154+279.1% | $2,019+680.1% |
| Participant deferral / active EE | $2,165 | $2,055+5.4% | $5,453-60.3% | $3,358-35.5% |
| Admin fee / account holder | $58 | $2,250-97.4% | $14,116-99.6% | $3,203-98.2% |