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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 20 E THOMAS ROAD · PHOENIX, AZ 850123110 | Advisory (Plan) | $14,747 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $6,416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,419 | $86,050-56.5% | $189,758-80.3% | $94,015-60.2% |
| Participation rate | 91.1% | 68.9%+22.2pp | 79.8%+11.3pp | 70.8%+20.3pp |
| Annual return | 13.27% | 17.77%-4.5pp | 52.62%-39.4pp | 17.84%-4.6pp |
| Employer contribution / active EE | $638 | $2,819-77.4% | $4,767-86.6% | $2,790-77.1% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $258 | $6,627-96.1% | $20,388-98.7% | $8,951-97.1% |