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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 | $62,146+113.0% | $81,438+62.6% | $74,546+77.6% |
| Participation rate | 96.5% | 64.1%+32.4pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 11.15% | 16.49%-5.3pp | 24.74%-13.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $7,570 | $1,883+302.1% | $2,460+207.7% | $2,624+188.5% |
| Participant deferral / active EE | $5,309 | $3,229+64.4% | $3,883+36.7% | $4,347+22.1% |
| Admin fee / account holder | $465 | $1,922-75.8% | $5,764-91.9% | $1,944-76.0% |