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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $76,587 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $17,707 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $314,894 | $93,182+237.9% | $146,643+114.7% | $79,391+296.6% |
| Participation rate | 92.6% | 76.4%+16.2pp | 80.1%+12.5pp | 70.7%+21.9pp |
| Annual return | 10.36% | 21.61%-11.3pp | 22.75%-12.4pp | 116.88%-106.5pp |
| Employer contribution / active EE | $3,733 | $2,420+54.3% | $4,137-9.8% | $2,428+53.7% |
| Participant deferral / active EE | $7,146 | $4,169+71.4% | $5,506+29.8% | $4,046+76.6% |
| Admin fee / account holder | $849 | $585+45.2% | $10,280-91.7% | $627+35.6% |