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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 | $76,407-51.0% | $150,298-75.1% | $82,448-54.6% |
| Participation rate | 91.1% | 66.4%+24.7pp | 77.8%+13.3pp | 68.1%+23.0pp |
| Annual return | 13.27% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $638 | $2,614-75.6% | $4,154-84.6% | $2,551-75.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $258 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |