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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK4 years Filed as: JOHNSON INVESTMENT COUNSEL Service code 27 · EIN 31-1801770 | Advisory (Plan) | $278,101 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $49,775 |
MALONEY & NOVOTNY LLC2 years Service code 10 · EIN 34-0677006 | Accounting | $13,985 |
MATRIX TRUST COMPANY1 year 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,775 | $89,435+42.9% | $164,975-22.5% | $77,714+64.4% |
| Participation rate | 71.7% | 78.6%-6.9pp | 78.6%-6.9pp | 70.6%+1.1pp |
| Annual return | 10.17% | 28.82%-18.7pp | 70.12%-60.0pp | 31.26%-21.1pp |
| Employer contribution / active EE | $9,604 | $2,563+274.7% | $4,343+121.2% | $2,727+252.2% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $433 | $340+27.4% | $12,688-96.6% | $433-0.1% |