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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $25,337 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 28 PO BOX 2226 · OMAHA, NE 681032226 | Investment Management | $18,833 |
MADISON WEALTH MANAGEMENT7+ years Service code 28 · EIN 31-1725548 | Investment Management | $15,820 |
SMEDLEY FINANCIAL SERVICES, INC.7+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $6,805 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC. Service code 28 · EIN 20-0822261 | Investment Management | $5,172 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY NA Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $528,573 | $104,336+406.6% | $159,495+231.4% | $86,828+508.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 15.28% | 26.32%-11.0pp | 263.72%-248.4pp | 97.95%-82.7pp |
| Employer contribution / active EE | $21,979 | $3,451+536.9% | $4,831+354.9% | $2,406+813.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $177 | $172+2.6% | $10,804-98.4% | $170+4.2% |