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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $34,545 |
MADISON WEALTH MANAGEMENT10+ years Service code 28 · EIN 31-1725548 | Investment Management | $21,190 |
VERHULST WEALTH MANAGEMENT3 years Service code 28 500 PARK BLVD · ITASCA, IA 60143 | Investment Management | $15,599 |
Filed as: CIBC PRIVATE WEALTH ADVISORS INC. Service code 28 · EIN 20-0822261 | Investment Management | $11,855 |
SMEDLEY FINANCIAL SERVICES, INC.10+ years Service code 28 420 E SOUTH TEMPLE · SALT LAKE CITY, UT 841111345 | Investment Management | $9,131 |
MATRIX TRUST COMPANY2 years 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 | $456,860 | $106,264+329.9% | $147,117+210.5% | $77,762+487.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.86% | 56.94%-43.1pp | 420.54%-406.7pp | 31.27%-17.4pp |
| Employer contribution / active EE | $24,533 | $4,074+502.2% | $4,932+397.4% | $2,728+799.3% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $219 | $334-34.6% | $12,993-98.3% | $433-49.5% |