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| Provider | Service type | Compensation |
|---|---|---|
SMEDLEY FINANCIAL SERVICES, INC.2+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $17,138 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $16,803 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,869 |
MADISON WEALTH MANAGEMENT2+ years Service code 28 · EIN 31-1725548 | Investment Management | $11,860 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL Service code 28 ONE N WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $6,991 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
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 | $334,917 | $80,177+317.7% | $123,894+170.3% | $57,661+480.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 9.16% | 17.90%-8.7pp | 47.52%-38.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $17,652 | $2,913+506.0% | $4,617+282.3% | $1,974+794.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $162 | $106+52.3% | $8,357-98.1% | $95+71.3% |