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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 | $106,164+330.3% | $147,041+210.7% | $77,692+488.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.86% | 56.81%-42.9pp | 419.21%-405.3pp | 31.25%-17.4pp |
| Employer contribution / active EE | $24,533 | $4,066+503.3% | $4,935+397.1% | $2,726+799.9% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $219 | $338-35.3% | $13,006-98.3% | $431-49.2% |