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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,229 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $11,131 |
MADISON WEALTH MANAGEMENT2 years Service code 28 · EIN 31-1725548 | Investment Management | $8,729 |
SMEDLEY FINANCIAL SERVICES, INC.4+ years Filed as: SMEDLEY FINANCIAL SERVICES Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $8,202 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
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 | $179,016 | $75,388+137.5% | $123,553+44.9% | $55,727+221.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -3.34% | 4.48%-7.8pp | 119.21%-122.5pp | 244.94%-248.3pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $11,283 | $5,651+99.7% | $6,426+75.6% | $3,356+236.2% |
| Admin fee / account holder | $106 | $120-11.2% | $9,284-98.9% | $115-7.7% |