Filed August 29, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,178 |
Filed as: ONE AMERICA SECURITIES, INC. Service code 49 · EIN 35-1159900 | Other Services | $10,993 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $5,935 |
Filed as: COREBRIDGE VALIC Service code 13 1050 N WESTER STREET · AMARILLO, TX 791067011 | Contract Administrator | $1,452 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $40,066 | $138,393-71.0% | $184,256-78.3% | $80,959-50.5% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+12.0pp | 67.7%+31.2pp |
| Annual return | 12.86% | 20.01%-7.2pp | 28.85%-16.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,843 | $7,076-3.3% | $9,133-25.1% | $4,300+59.1% |
| Admin fee / account holder | $270 | $10,489-97.4% | $13,899-98.1% | $6,925-96.1% |