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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $12,267 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,469 | $96,018-87.0% | $65,493-81.0% | $85,563-85.4% |
| Participation rate | 64.8% | 74.8%-10.0pp | 73.1%-8.3pp | 66.0%-1.1pp |
| Annual return | 12.75% | 14.51%-1.8pp | 982.45%-969.7pp | 31.51%-18.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $867 | $4,055-78.6% | $3,961-78.1% | $4,375-80.2% |
| Admin fee / account holder | $237 | $271-12.4% | $5,028-95.3% | $834-71.6% |