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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,047 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 27 | Advisory (Plan) | $16,071 |
WOODBURY FINANCIAL SERVICES3 years Service code 27 | Advisory (Plan) | $6,647 |
ATTEBERRY/SEARLE, INC.1 year Filed as: ATTEBERRY/SEARLE INC Service code 49 · EIN 68-0082549 | Other Services | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WISHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,263 | $78,636+14.8% | $105,607-14.5% | $74,459+21.2% |
| Participation rate | 90.0% | 72.8%+17.2pp | 75.3%+14.7pp | 67.2%+22.8pp |
| Annual return | 11.88% | 15.96%-4.1pp | 116.11%-104.2pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $1,106 | $2,523-56.2% | $3,167-65.1% | $2,626-57.9% |
| Participant deferral / active EE | $5,634 | $4,322+30.4% | $5,011+12.4% | $4,350+29.5% |
| Admin fee / account holder | $406 | $2,220-81.7% | $10,958-96.3% | $1,945-79.1% |