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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCCREADY & KEENE (ONEAMERICA CO.) Service code 14 · EIN 35-0500670 | Plan Administrator | $13,205 |
MALONEY & NOVOTNY LLC2 years Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $10,550 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL Service code 27 · EIN 31-1801770 | Advisory (Plan) | $5,993 |
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 | $18,479 | $87,733-78.9% | $106,554-82.7% | $85,851-78.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.07% | 21.86%-7.8pp | 26.80%-12.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $3,186 | $2,073+53.7% | $2,819+13.0% | $2,565+24.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $261 | $6,767-96.1% | $7,408-96.5% | $6,261-95.8% |