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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $24,169 |
SMEDLEY FINANCIAL SERVICES, INC.5+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $13,849 |
MADISON WEALTH MANAGEMENT5+ years Service code 28 · EIN 31-1725548 | Investment Management | $11,556 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $11,129 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 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 | $418,144 | $88,122+374.5% | $141,200+196.1% | $67,584+518.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 21.71% | 75.40%-53.7pp | 71.41%-49.7pp | 378.59%-356.9pp |
| Employer contribution / active EE | $19,151 | $3,224+493.9% | $4,736+304.3% | $2,148+791.6% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $155 | $131+18.3% | $10,265-98.5% | $142+8.8% |