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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR COMPANY LLC Service code 51 · EIN 36-2214610 | Investment Mgmt Fees | $15,745 |
SMEDLEY FINANCIAL SERVICES, INC.1+ years Service code 51 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Mgmt Fees | $10,719 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $8,942 |
MADISON WEALTH MANAGEMENT1+ years Service code 51 · EIN 31-1725548 | Investment Mgmt Fees | $8,723 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL Service code 51 ONE N WACKER DRIVE · CHICAGO, IL 60606 | Investment Mgmt Fees | $6,688 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,981 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $320,855 | $88,324+263.3% | $115,038+178.9% | $55,191+481.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 26.19% | 6.30%+19.9pp | 26.14%+0.1pp | 10.78%+15.4pp |
| Employer contribution / active EE | $17,827 | $2,805+535.6% | $4,608+286.9% | $1,899+838.9% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $129 | $105+22.7% | $8,175-98.4% | $91+42.5% |