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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $25,295 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $19,558 |
MADISON WEALTH MANAGEMENT4+ years Service code 28 · EIN 31-1725548 | Investment Management | $15,339 |
SMEDLEY FINANCIAL SERVICES, INC.4+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $14,412 |
Filed as: GENEVA INVESTMENT MANAGEMENT CO Service code 28 · EIN 26-1817972 | Investment Management | $7,555 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years 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 | $364,645 | $75,388+383.7% | $123,553+195.1% | $55,727+554.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -4.79% | 4.48%-9.3pp | 119.21%-124.0pp | 244.94%-249.7pp |
| Employer contribution / active EE | $21,188 | $3,063+591.7% | $4,628+357.8% | $2,078+919.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $206 | $120+72.2% | $9,284-97.8% | $115+79.1% |