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| Provider | Service type | Compensation |
|---|---|---|
MALONEY & NOVOTNY LLC5 years Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $13,600 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $12,032 |
JOHNSON BANK4 years Filed as: JOHNSON INVESTMENT COUNSEL Service code 27 · EIN 31-1801770 | Advisory (Plan) | $7,758 |
MATRIX TRUST COMPANY1 year Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPNAY Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,166 | $87,132-68.8% | $105,624-74.3% | $80,959-66.4% |
| Participation rate | 82.4% | 70.4%+11.9pp | 75.3%+7.1pp | 67.7%+14.7pp |
| Annual return | 7.79% | 17.03%-9.2pp | 116.20%-108.4pp | 35.67%-27.9pp |
| Employer contribution / active EE | $3,270 | $2,397+36.4% | $3,168+3.2% | $2,757+18.6% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $321 | $8,449-96.2% | $10,961-97.1% | $6,925-95.4% |