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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,311 |
SMEDLEY FINANCIAL SERVICES, INC.5+ years Filed as: SMEDLEY FINANCIAL SERVICES Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $7,960 |
MADISON WEALTH MANAGEMENT3 years Service code 28 · EIN 31-1725548 | Investment Management | $6,643 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $6,397 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 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 | $219,812 | $88,122+149.4% | $141,200+55.7% | $67,584+225.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 23.49% | 75.40%-51.9pp | 71.41%-47.9pp | 378.59%-355.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $11,234 | $5,958+88.6% | $6,710+67.4% | $3,540+217.4% |
| Admin fee / account holder | $87 | $131-33.8% | $10,265-99.2% | $142-39.1% |