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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $34,545 |
MADISON WEALTH MANAGEMENT10+ years Service code 28 · EIN 31-1725548 | Investment Management | $21,190 |
VERHULST WEALTH MANAGEMENT3 years Service code 28 500 PARK BLVD · ITASCA, IA 60143 | Investment Management | $15,599 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC. Service code 28 · EIN 20-0822261 | Investment Management | $11,855 |
SMEDLEY FINANCIAL SERVICES, INC.10+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $9,131 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,860 | $106,247+330.0% | $147,096+210.6% | $77,714+487.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.86% | 56.87%-43.0pp | 419.75%-405.9pp | 31.26%-17.4pp |
| Employer contribution / active EE | $24,533 | $4,069+502.9% | $4,936+397.0% | $2,727+799.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $219 | $338-35.4% | $13,005-98.3% | $433-49.6% |