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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,790 |
MADISON WEALTH MANAGEMENT8+ years Service code 28 · EIN 31-1725548 | Investment Management | $20,917 |
SMEDLEY FINANCIAL SERVICES, INC.8+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $12,807 |
Service code 28 500 PARK BLVD · ITASCA, IA 60143 | Investment Management | $12,402 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC. Service code 28 · EIN 20-0822261 | Investment Management | $11,804 |
MATRIX TRUST COMPANY2 years 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 | $407,169 | $82,163+395.6% | $125,381+224.7% | $64,819+528.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.27% | 3.49%-18.8pp | 572.31%-587.6pp | 32.84%-48.1pp |
| Employer contribution / active EE | $22,215 | $3,616+514.3% | $4,815+361.4% | $2,507+786.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $229 | $163+40.1% | $10,007-97.7% | $188+21.8% |