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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $27,053 |
MADISON WEALTH MANAGEMENT6+ years Service code 28 · EIN 31-1725548 | Investment Management | $16,567 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC. Service code 28 · EIN 20-0822261 | Investment Management | $12,278 |
SMEDLEY FINANCIAL SERVICES, INC.6+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $10,102 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 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 | $479,690 | $100,801+375.9% | $149,751+220.3% | $73,415+553.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 15.49% | 265.34%-249.8pp | 276.71%-261.2pp | 59.30%-43.8pp |
| Employer contribution / active EE | $21,091 | $3,312+536.9% | $4,646+354.0% | $2,234+844.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $155 | $181-14.5% | $9,312-98.3% | $158-2.1% |