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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) | $20,632 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,501 |
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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,300 | $93,182-8.5% | $146,647-41.8% | $79,389+7.4% |
| Participation rate | 82.9% | 76.4%+6.4pp | 80.1%+2.8pp | 70.7%+12.1pp |
| Annual return | 11.29% | 21.61%-10.3pp | 22.75%-11.5pp | 116.89%-105.6pp |
| Employer contribution / active EE | $1,379 | $2,420-43.0% | $4,137-66.7% | $2,428-43.2% |
| Participant deferral / active EE | $1,676 | $4,169-59.8% | $5,506-69.6% | $4,046-58.6% |
| Admin fee / account holder | $306 | $585-47.7% | $10,281-97.0% | $626-51.1% |