Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $22,203 |
MADISON WEALTH MANAGEMENT7 years Service code 28 · EIN 31-1725548 | Investment Management | $13,731 |
VERHULST WEALTH MANAGEMENT2 years Service code 28 500 PARK BLVD · ITASCA, IL 60143 | Investment Management | $8,224 |
Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $7,646 |
Filed as: CBIZ PRIVATE WEALTH ADVISORS INC. Service code 28 · EIN 20-0822261 | Investment Management | $6,833 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,859 | $95,369+162.0% | $135,942+83.8% | $74,440+235.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.76% | 32.72%-13.0pp | 68.28%-48.5pp | 34.37%-14.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,858-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $15,032 | $7,788+93.0% | $7,759+93.7% | $4,529+231.9% |
| Admin fee / account holder | $125 | $266-53.0% | $10,764-98.8% | $348-64.0% |