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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES, LL Service code 15 · EIN 46-5378846 | Recordkeeping | $775,380 |
BENESYS, INC.6+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $291,000 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $108,369 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $77,633 |
L.M. HENDERSON & COMPANY, LLP6+ years Service code 10 · EIN 20-5520612 | Accounting | $55,105 |
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 | $27,120 | $171,796-84.2% | $111,319-75.6% | $106,520-74.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 77.3%+22.7pp | 71.3%+28.7pp |
| Annual return | 22.75% | 18.62%+4.1pp | 54.68%-31.9pp | 19.28%+3.5pp |
| Employer contribution / active EE | $1,777 | $4,687-62.1% | $2,732-35.0% | $2,840-37.4% |
| Participant deferral / active EE | $0 | $7,845-100.0% | $4,488-100.0% | $4,948-100.0% |
| Admin fee / account holder | $46 | $69-34.3% | $7,966-99.4% | $75-38.9% |