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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC10+ years Filed as: PRIVATE ADVISOR GROUP Service code 26 · EIN 39-1185892 | Advisory (Participants) | $81,563 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $42,723 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,400 | $62,177+112.9% | $81,370+62.7% | $74,478+77.8% |
| Participation rate | 96.5% | 64.1%+32.4pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 11.15% | 16.62%-5.5pp | 24.85%-13.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $7,570 | $1,881+302.4% | $2,464+207.3% | $2,626+188.3% |
| Participant deferral / active EE | $5,309 | $3,219+64.9% | $3,885+36.6% | $4,350+22.0% |
| Admin fee / account holder | $465 | $1,927-75.8% | $5,749-91.9% | $1,946-76.1% |