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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR COMPANY LLC Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $8,609 |
SMEDLEY FINANCIAL SERVICES, INC.1+ years Filed as: SMEDLEY FINANCIAL SERVICES Service code 51 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Mgmt Fees | $5,861 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $5,440 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,813 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,204 | $88,324+106.3% | $115,038+58.4% | $55,191+230.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 2.11% | 6.30%-4.2pp | 26.14%-24.0pp | 10.78%-8.7pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,931 | $5,042+77.1% | $6,026+48.2% | $3,046+193.2% |
| Admin fee / account holder | $79 | $105-25.1% | $8,175-99.0% | $91-13.1% |