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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $33,844 |
MADISON WEALTH MANAGEMENT9+ years Service code 28 · EIN 31-1725548 | Investment Management | $21,378 |
VERHULST WEALTH MANAGEMENT2 years Service code 28 500 PARK BLVD · ITASCA, IA 60143 | Investment Management | $12,805 |
SMEDLEY FINANCIAL SERVICES, INC.9+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $11,904 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC. Service code 28 · EIN 20-0822261 | Investment Management | $10,638 |
MATRIX TRUST COMPANY1 year 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 | $439,941 | $95,438+361.0% | $135,998+223.5% | $74,478+490.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.23% | 32.61%-15.4pp | 68.37%-51.1pp | 34.37%-17.1pp |
| Employer contribution / active EE | $23,749 | $3,878+512.4% | $4,860+388.7% | $2,637+800.7% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $213 | $259-17.7% | $10,769-98.0% | $347-38.7% |