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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 | $78,690-52.4% | $161,489-76.8% | $87,485-57.2% |
| Participation rate | 91.1% | 67.5%+23.6pp | 78.7%+12.4pp | 68.9%+22.1pp |
| Annual return | 13.27% | 32.74%-19.5pp | 89.72%-76.5pp | 26.06%-12.8pp |
| Employer contribution / active EE | $638 | $2,588-75.3% | $4,268-85.0% | $2,596-75.4% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $258 | $6,724-96.2% | $16,006-98.4% | $7,775-96.7% |